UMB Bank’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
3,517
| – | – | ﹤0.01% | 570 |
|
|
2025
Q1 | $208K | Hold |
3,517
| – | – | ﹤0.01% | 572 |
|
|
2024
Q4 | $215K | Hold |
3,517
| – | – | ﹤0.01% | 549 |
|
|
2024
Q3 | $211K | Hold |
3,517
| – | – | ﹤0.01% | 562 |
|
|
2024
Q2 | $200K | Hold |
3,517
| – | – | ﹤0.01% | 564 |
|
|
2024
Q1 | $195K | Hold |
3,517
| – | – | ﹤0.01% | 578 |
|
|
2023
Q4 | $176K | Hold |
3,517
| – | – | ﹤0.01% | 604 |
|
|
2023
Q3 | $161K | Hold |
3,517
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $164K | Hold |
3,517
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $154K | Hold |
3,517
| – | – | ﹤0.01% | 616 |
|
|
2022
Q4 | $146K | Hold |
3,517
| – | – | ﹤0.01% | 636 |
|
|
2022
Q3 | $135K | Buy |
+3,517
| New | +$135K | ﹤0.01% | 664 |
|
|
2013
Q4 | – | Sell |
-45,000
| Closed | -$879 | – | 300 |
|
|
2013
Q3 | $879 | Hold |
45,000
| – | – | 0.05% | 171 |
|
|
2013
Q2 | $844 | Buy |
+45,000
| New | +$844 | 0.05% | 170 |
|