Cetera Investment Advisers’s WisdomTree US LargeCap Fund EPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$45M Buy
660,022
+48,551
+8% +$3.44M 0.05% 405
2025
Q4
$43.3M Buy
611,471
+58,556
+11% +$4.1M 0.05% 394
2025
Q3
$38.1M Buy
552,915
+107,464
+24% +$7.14M 0.04% 410
2025
Q2
$28.5M Buy
445,451
+22,288
+5% +$1.33M 0.05% 395
2025
Q1
$25.1M Sell
423,163
-2,630
-0.6% -$163K 0.05% 390
2024
Q4
$26.1M Sell
425,793
-2,500
-0.6% -$155K 0.05% 360
2024
Q3
$25.7M Buy
428,293
+5,816
+1% +$336K 0.06% 349
2024
Q2
$24M Sell
422,477
-2,054
-0.5% -$113K 0.06% 350
2024
Q1
$23.5M Buy
424,531
+349,969
+469% +$18.4M 0.06% 338
2023
Q4
$3.74M Sell
74,562
-5,207
-7% -$246K 0.03% 541
2023
Q3
$3.65M Sell
79,769
-10,299
-11% -$487K 0.03% 522
2023
Q2
$4.21M Sell
90,068
-3,672
-4% -$164K 0.04% 465
2023
Q1
$4.1M Sell
93,740
-2,684
-3% -$116K 0.04% 462
2022
Q4
$4.01M Buy
96,424
+27,614
+40% +$1.15M 0.04% 450
2022
Q3
$2.64M Sell
68,810
-12,554
-15% -$536K 0.05% 373
2022
Q2
$3.32M Sell
81,364
-5,125
-6% -$227K 0.05% 358
2022
Q1
$4.18M Buy
86,489
+6,550
+8% +$314K 0.06% 324
2021
Q4
$4.03M Buy
79,939
+3,550
+5% +$173K 0.06% 341
2021
Q3
$3.51M Buy
76,389
+12,401
+19% +$588K 0.06% 356
2021
Q2
$2.96M Buy
63,988
+4,653
+8% +$212K 0.05% 404
2021
Q1
$2.57M Buy
59,335
+2,693
+5% +$112K 0.05% 366
2020
Q4
$2.27M Buy
+56,642
New +$2.15M 0.05% 398

Other funds holding EPS