Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $867K | Buy |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $758K | Sell |
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|
2024
Q4 | $791K | Hold |
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|
2024
Q3 | $776K | Sell |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $730K | Sell |
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|
2023
Q4 | $666K | Hold |
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|
2023
Q3 | $608K | Sell |
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|
2023
Q2 | $659K | Hold |
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|
2023
Q1 | $616K | Hold |
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|
2022
Q4 | $586K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $712K | Sell |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $703K | Hold |
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|
2021
Q2 | $707K | Sell |
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|
2021
Q1 | $674K | Hold |
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|
2020
Q4 | $624K | Hold |
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|
2020
Q3 | $550K | Buy |
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|
2020
Q2 | $470K | Buy |
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|
2020
Q1 | $209K | Hold |
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|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $207K | Buy |
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