UMB Bank’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 | $242K | Hold |
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|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $208K | Hold |
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|
2024
Q4 | $215K | Hold |
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|
2024
Q3 | $211K | Hold |
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|
2024
Q2 | $200K | Hold |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $176K | Hold |
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|
2023
Q3 | $161K | Hold |
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|
2023
Q2 | $164K | Hold |
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|
2023
Q1 | $154K | Hold |
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|
2022
Q4 | $146K | Hold |
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|
2022
Q3 | $135K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $879 | Hold |
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|
2013
Q2 | $844 | Buy |
|