Rathbones Group’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
2026
Q1
Sell
2025
Q4
$637K Sell
2025
Q3
$738K Sell
2025
Q2
$691K Hold
2025
Q1
$640K Hold
2024
Q4
$660K Hold
2024
Q3
$648K Sell
2024
Q2
$619K Sell
2024
Q1
$706K Hold
2023
Q4
$638K Sell
2023
Q3
$597K Buy