Envestnet Asset Management’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
Q2 | $797K | Sell |
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|
2025
Q1 | $3.69M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $2.95M | Sell |
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|
2024
Q2 | $2.97M | Sell |
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|
2024
Q1 | $3.05M | Sell |
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|
2023
Q4 | $3.77M | Sell |
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|
2023
Q3 | $3.9M | Buy |
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|
2023
Q2 | $3.98M | Sell |
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|
2023
Q1 | $3.77M | Sell |
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|
2022
Q4 | $4.8M | Buy |
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|
2022
Q3 | $4M | Buy |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $10.1M | Sell |
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|
2021
Q4 | $12.6M | Sell |
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|
2021
Q3 | $19.5M | Sell |
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|
2021
Q2 | $19.8M | Buy |
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|
2021
Q1 | $18.5M | Buy |
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|
2020
Q4 | $836K | Sell |
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|
2020
Q3 | $810K | Sell |
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|
2020
Q2 | $844K | Sell |
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|
2020
Q1 | $795K | Sell |
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|
2019
Q4 | $1.13M | Sell |
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|
2019
Q3 | $1.18M | Buy |
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|
2019
Q2 | $877K | Sell |
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|
2019
Q1 | $1.14M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2.95M | Sell |
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|
2016
Q1 | $3.01M | Sell |
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|
2015
Q4 | $4.48M | Sell |
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|
2015
Q3 | $4.31M | Sell |
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|
2015
Q2 | $4.88M | Sell |
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|
2015
Q1 | $5.1M | Buy |
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|
2014
Q4 | $627K | Hold |
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|
2014
Q3 | $600K | Hold |
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|
2014
Q2 | $594K | Sell |
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|
2014
Q1 | $641K | Buy |
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|
2013
Q4 | $501K | Buy |
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