Kestra Advisory Services’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 | $15.8M | Sell |
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|
2025
Q2 | $15.4M | Buy |
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|
2025
Q1 | $13.1M | Buy |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $11.7M | Sell |
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|
2024
Q2 | $14.9M | Sell |
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|
2024
Q1 | $16.7M | Sell |
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|
2023
Q4 | $16M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $9.33M | Sell |
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|
2022
Q4 | $9.01M | Buy |
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|
2022
Q3 | $4.85M | Buy |
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|
2022
Q2 | $5.04M | Buy |
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|
2022
Q1 | $5.86M | Sell |
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|
2021
Q4 | $8.76M | Buy |
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|
2021
Q3 | $5.5M | Buy |
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|
2021
Q2 | $5.33M | Buy |
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|
2021
Q1 | $2.72M | Sell |
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|
2020
Q4 | $3.85M | Sell |
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|
2020
Q3 | $7.63M | Buy |
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