Surevest’s WisdomTree US LargeCap Fund EPS Stock Holding History

Surevest’s Portfolio EPS Stock Details EPS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell
2020 Q1	$338K	Sell
2019 Q4	$2.21M	Sell
2019 Q3	$2.23M	Sell
2019 Q2	$2.24M	Sell
2019 Q1	$2.5M	Sell
2018 Q4	$2.28M	Buy