KeyBank National Association’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
2024
Q1
– Sell
-4,572
Closed -$229K – 1101
2023
Q4
$229K Buy
+4,572
New +$216K ﹤0.01% 996

Other funds holding EPS

KeyBank National Association's EPS Position: Q1 2024 in Review

KeyBank National Association sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2024, closing a stake of 4,572 shares — an estimated $229K sold.

KeyBank National Association first reported a position in EPS in Q4 2023 and held it in 1 quarter. The position peaked at $229K in Q4 2023. 111 funds tracked by Wall St. Rank hold EPS as of Q1 2024.

  • KeyBank National Association reported no remaining WisdomTree US LargeCap Fund position as of Q1 2024 after selling out during the quarter.
  • KeyBank National Association sold 4,572 WisdomTree US LargeCap Fund shares in Q1 2024, an estimated $229K.
  • KeyBank National Association first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and held it in 1 quarter.
  • KeyBank National Association's WisdomTree US LargeCap Fund position peaked at $229K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2024.

Based on KeyBank National Association's 13F filing for Q1 2024, filed 14 May 2024.