Corient Private Wealth’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
2025
Q3
$255K Hold
2025
Q2
$237K Hold
2025
Q1
$219K Hold
2024
Q4
$226K Sell
2024
Q3
$270K Buy
2024
Q2
$218K Buy
2024
Q1
$203K Buy