Marietta Wealth 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 | $6.3M | Buy |
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|
2025
Q1 | $5.71M | Buy |
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|
2024
Q4 | $5.58M | Buy |
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|
2024
Q3 | $5.43M | Buy |
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|
2024
Q2 | $5.05M | Buy |
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|
2024
Q1 | $4.9M | Buy |
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|
2023
Q4 | $4.34M | Buy |
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|
2023
Q3 | $3.9M | Sell |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $3.82M | Sell |
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|
2022
Q4 | $3.78M | Sell |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.75M | Buy |
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|
2022
Q1 | $4.29M | Buy |
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|
2021
Q4 | $4.32M | Sell |
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|
2021
Q3 | $4.02M | Buy |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.48M | Buy |
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|
2020
Q3 | $2.99M | Sell |
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|
2020
Q2 | $2.91M | Sell |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $3.63M | Sell |
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|
2019
Q3 | $3.4M | Buy |
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|
2019
Q2 | $3.06M | Sell |
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|
2019
Q1 | $3.05M | Sell |
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|
2018
Q4 | $2.79M | Buy |
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|
2018
Q3 | $3.17M | Buy |
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|
2018
Q2 | $2.85M | Buy |
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|
2018
Q1 | $2.37M | Buy |
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|
2017
Q4 | $2.35M | Buy |
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|
2017
Q3 | $2.07M | Buy |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q4 | $899K | Buy |
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