Integrated Wealth Concepts’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 | – | Sell |
|
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|
2025
Q2 | $219K | Sell |
|
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|
2025
Q1 | $1.23M | Buy |
|
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|
2024
Q4 | $477K | Buy |
|
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|
2024
Q3 | $324K | Buy |
|
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|
2024
Q2 | $247K | Hold |
|
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|
2024
Q1 | $240K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $4.41M | Buy |
|
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|
2020
Q3 | $3.55M | Buy |
|
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|
2020
Q2 | $2.92M | Buy |
|
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|
2020
Q1 | $1.69M | Buy |
|
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q3 | $332K | Buy |
|