Northwestern Mutual 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 | $7.02M | Buy |
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|
2025
Q1 | $5.59M | Buy |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $227K | Buy |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $216K | Buy |
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|
2022
Q4 | $152K | Sell |
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|
2022
Q3 | $148K | Buy |
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|
2022
Q2 | $157K | Buy |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q4 | $118K | Buy |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $93K | Buy |
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|
2021
Q1 | $55K | Sell |
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|
2020
Q4 | $70K | Hold |
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|
2020
Q3 | $62K | Buy |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $7K | Buy |
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