Private Wealth Strategies’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
Q2 | $72.3M | Buy |
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|
2024
Q1 | $69.4M | Sell |
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|
2023
Q4 | $76M | Buy |
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|
2023
Q3 | $68.6M | Buy |
|
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|
2023
Q2 | $69.8M | Buy |
|
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|
2023
Q1 | $64.4M | Sell |
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|
2022
Q4 | $61.6M | Buy |
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|
2022
Q3 | $55.1M | Buy |
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|
2022
Q2 | $56.2M | Buy |
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|
2022
Q1 | $66M | Sell |
|
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|
2021
Q4 | $84.7M | Buy |
|
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|
2021
Q3 | $74.6M | Buy |
|
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|
2021
Q2 | $72.1M | Buy |
|
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|
2021
Q1 | $65.5M | Buy |
|
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|
2020
Q4 | $54.9M | Buy |
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|
2020
Q3 | $44.8M | Buy |
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|
2020
Q2 | $37.7M | Sell |
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|
2020
Q1 | $34.6M | Buy |
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|
2019
Q4 | $45.1M | Buy |
|