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Prio Wealth Limited Partnership’s WisdomTree US LargeCap Fund EPS Stock Holding History

Prio Wealth Limited Partnership’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$216K Hold
3,602
– – 0.01% 258
2024
Q2 		$205K Buy
+3,602
New +$199K 0.01% 251

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GWAG
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TFG
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Prio Wealth Limited Partnership's EPS Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its WisdomTree US LargeCap Fund (EPS) position steady in Q3 2024 at 3,602 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #258.

Prio Wealth Limited Partnership first reported a position in EPS in Q2 2024 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

  • Prio Wealth Limited Partnership held 3,602 shares of WisdomTree US LargeCap Fund worth $216K as of Q3 2024.
  • Prio Wealth Limited Partnership left its WisdomTree US LargeCap Fund share count unchanged in Q3 2024.
  • WisdomTree US LargeCap Fund made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #258 holding.
  • Prio Wealth Limited Partnership first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.