Arkadios Wealth Advisors Wisdomtree U.S. Largecap Fund Transaction History

Arkadios Wealth Advisors

$1.23 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$41.41 - $45.19 $9,979 - $10,890	241 Added 4.68%	5,391 $235,000
Q4 2022 Jan 11, 2023	BUY	$40.69 - $44.12 $209,553 - $227,218	5,150 New	5,150 $0
Q2 2022 Jul 14, 2022	SELL	N/A	-1,049 Reduced 15.62%	5,666 $231,000
Q1 2022 May 02, 2022	SELL	N/A	-1,718 Reduced 20.37%	6,715 $325,000
Q4 2021 Feb 03, 2022	SELL	N/A	-4,075 Reduced 32.58%	8,433 $425,000

Q3 2021 Oct 19, 2021	SELL	N/A	-1,519 Reduced 10.83%	12,508 $575,000
Q2 2021 Jul 28, 2021	SELL	N/A	-1,618 Reduced 10.34%	14,027 $648,000
Q1 2021 Apr 26, 2021	BUY	N/A	5,280 Added 50.94%	15,645 $678,000
Q4 2020 Feb 09, 2021	BUY	N/A	10,365 New	10,365 $416,000
Q2 2020 Aug 10, 2020	SELL	N/A	-671 Closed	0 $0
Q1 2020 May 14, 2020	SELL	N/A	-557 Reduced 45.36%	671 $18.9 Million
Q4 2019 Feb 14, 2020	BUY	N/A	1,228 New	1,228 $0

Others Institutions Holding EPS

# of Institutions

114

Shares Held

9.63M

Call Options Held

0

Put Options Held

0

About WISDOMTREE U.S. LARGECAP FUND

Ticker EPS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.