Corient Private Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $473K | Buy |
7,394
+3,697
| +100% | +$237K | ﹤0.01% | 1812 |
|
|
2025
Q1 | $219K | Hold |
3,697
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q4 | $226K | Sell |
3,697
-803
| -18% | -$49.1K | ﹤0.01% | 2052 |
|
|
2024
Q3 | $270K | Buy |
4,500
+671
| +18% | +$40.3K | ﹤0.01% | 2033 |
|
|
2024
Q2 | $218K | Buy |
3,829
+166
| +5% | +$9.44K | ﹤0.01% | 2077 |
|
|
2024
Q1 | $203K | Buy |
+3,663
| New | +$203K | ﹤0.01% | 2091 |
|