S.C. Financial Services’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
2022
Q3
Sell
-6,392
Closed -$261K 112
2022
Q2
$261K Buy
+6,392
New +$283K 0.4% 87

Other funds holding EPS

S.C. Financial Services's EPS Position: Q3 2022 in Review

S.C. Financial Services sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2022, closing a stake of 6,392 shares — an estimated $261K sold.

S.C. Financial Services first reported a position in EPS in Q2 2022 and held it in 1 quarter. The position peaked at $261K in Q2 2022. 100 funds tracked by Wall St. Rank hold EPS as of Q3 2022.

  • S.C. Financial Services reported no remaining WisdomTree US LargeCap Fund position as of Q3 2022 after selling out during the quarter.
  • S.C. Financial Services sold 6,392 WisdomTree US LargeCap Fund shares in Q3 2022, an estimated $261K.
  • S.C. Financial Services first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and held it in 1 quarter.
  • S.C. Financial Services's WisdomTree US LargeCap Fund position peaked at $261K in Q2 2022.
  • 100 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2022.

Based on S.C. Financial Services's 13F filing for Q3 2022, filed 17 Oct 2022.