Advisory Alpha’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 | $1.55M | Sell |
24,264
-131
| -0.5% | -$8.39K | 0.05% | 125 |
|
|
2025
Q1 | $1.45M | Sell |
24,395
-517
| -2% | -$30.6K | 0.05% | 134 |
|
|
2024
Q4 | $1.52M | Sell |
24,912
-2,346
| -9% | -$144K | 0.05% | 121 |
|
|
2024
Q3 | $1.64M | Sell |
27,258
-1,567
| -5% | -$94.1K | 0.06% | 116 |
|
|
2024
Q2 | $1.64M | Sell |
28,825
-56,470
| -66% | -$3.21M | 0.06% | 121 |
|
|
2024
Q1 | $4.73M | Sell |
85,295
-3,529
| -4% | -$196K | 0.19% | 69 |
|
|
2023
Q4 | $4.45M | Sell |
88,824
-903
| -1% | -$45.3K | 0.2% | 64 |
|
|
2023
Q3 | $4.11M | Sell |
89,727
-7,424
| -8% | -$340K | 0.21% | 66 |
|
|
2023
Q2 | $4.54M | Buy |
97,151
+89,730
| +1,209% | +$4.19M | 0.23% | 64 |
|
|
2023
Q1 | $324K | Buy |
+7,421
| New | +$324K | 0.02% | 222 |
|