Raymond James Financial Services Advisors’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
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $925K | Buy |
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|
2023
Q2 | $943K | Buy |
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|
2023
Q1 | $869K | Buy |
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|
2022
Q4 | $825K | Sell |
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|
2022
Q3 | $781K | Buy |
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|
2022
Q2 | $828K | Sell |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $924K | Buy |
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|
2021
Q2 | $926K | Sell |
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|
2021
Q1 | $909K | Buy |
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|
2020
Q4 | $839K | Sell |
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|
2020
Q3 | $744K | Sell |
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|
2020
Q2 | $778K | Sell |
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|
2020
Q1 | $745K | Buy |
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|
2019
Q4 | $825K | Sell |
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|
2019
Q3 | $851K | Sell |
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|
2019
Q2 | $959K | Sell |
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|
2019
Q1 | $6.64M | Buy |
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|
2018
Q4 | $5.69M | Buy |
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|
2018
Q3 | $758K | Buy |
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|
2018
Q2 | $612K | Sell |
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|
2018
Q1 | $614K | Buy |
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|
2017
Q4 | $598K | Hold |
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|
2017
Q3 | $558K | Hold |
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|
2017
Q2 | $534K | Hold |
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|
2017
Q1 | $523K | Sell |
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|
2016
Q4 | $527K | Sell |
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|
2016
Q3 | $519K | Buy |
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|
2016
Q2 | $478K | Hold |
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|
2016
Q1 | $478K | Sell |
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|
2015
Q4 | $2.25M | Buy |
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|
2015
Q3 | $1.96M | Buy |
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