Private Trust Company’s WisdomTree US LargeCap Fund EPS Stock Holding History

Private Trust Company’s Portfolio EPS Stock Details EPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.8K	Buy
2025 Q2	–	Sell
2025 Q1	$49.7K	Buy
2023 Q2	–	Sell
2023 Q1	$206K	Hold
2022 Q4	$196K	Hold
2022 Q3	$181K	Hold
2022 Q2	$192K	Buy