Stifel Financial’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 | $856K | Buy |
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|
2025
Q2 | $774K | Sell |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $748K | Sell |
|
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|
2024
Q3 | $739K | Sell |
|
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|
2024
Q2 | $701K | Buy |
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|
2024
Q1 | $679K | Sell |
|
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|
2023
Q4 | $622K | Sell |
|
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|
2023
Q3 | $594K | Buy |
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|
2023
Q2 | $576K | Buy |
|
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|
2023
Q1 | $519K | Sell |
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|
2022
Q4 | $764K | Sell |
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|
2022
Q3 | $928K | Buy |
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|
2022
Q2 | $280K | Sell |
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|
2022
Q1 | $899K | Sell |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $989K | Buy |
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|
2021
Q2 | $993K | Sell |
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|
2021
Q1 | $934K | Buy |
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|
2020
Q4 | $584K | Buy |
|