AE Wealth Management’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
2026 Q1	$276K	Sell	4,052 -4,868	-55%	-$344K	﹤0.01%	1426
2025 Q4	$632K	Sell	8,920 -318	-3%	-$22.2K	﹤0.01%	959
2025 Q3	$637K	Buy	9,238 +8,810	+2,058%	+$586K	﹤0.01%	888
2025 Q2	$27.4K	Buy	428 +414	+2,957%	+$24.7K	﹤0.01%	1705
2025 Q1	$830	Hold	14	–	–	﹤0.01%	2079
2024 Q4	$857	Buy	+14	New	+$865	﹤0.01%	2050
2024 Q1	–	Sell	-7,399	Closed	-$381K	–	1390
2023 Q4	$381K	Sell	7,399 -92,550	-93%	-$4.37M	﹤0.01%	1592
2023 Q3	$4.57M	Buy	99,949 +2,984	+3%	+$141K	0.03%	569
2023 Q2	$4.53M	Buy	96,965 +3,084	+3%	+$138K	0.03%	567
2023 Q1	$4.1M	Sell	93,881 -2,954	-3%	-$128K	0.03%	557
2022 Q4	$4.03M	Sell	96,835 -75,574	-44%	-$3.14M	0.03%	533
2022 Q3	$6.62M	Sell	172,409 -4,857	-3%	-$207K	0.05%	366
2022 Q2	$7.23M	Buy	177,266 +46,527	+36%	+$2.06M	0.06%	343
2022 Q1	$6.32M	Buy	130,739 +102,487	+363%	+$4.91M	0.04%	379
2021 Q4	$1.42M	Buy	28,252 +9,962	+54%	+$486K	0.01%	804
2021 Q3	$841K	Sell	18,290 -80,870	-82%	-$3.83M	0.01%	928
2021 Q2	$4.58M	Buy	99,160 +46,304	+88%	+$2.11M	0.04%	398
2021 Q1	$2.29M	Buy	52,856 +2,434	+5%	+$101K	0.02%	532
2020 Q4	$2.02M	Buy	50,422 +3,859	+8%	+$146K	0.02%	491
2020 Q3	$1.65M	Sell	46,563 -147,638	-76%	-$5.2M	0.02%	486
2020 Q2	$6.44M	Sell	194,201 -56,746	-23%	-$1.8M	0.1%	192
2020 Q1	$7.05M	Buy	250,947 +6,846	+3%	+$234K	0.16%	123
2019 Q4	$8.96M	Buy	244,101 +23,751	+11%	+$831K	0.19%	105
2019 Q3	$7.39M	Buy	220,350 +186,886	+558%	+$6.21M	0.21%	90
2019 Q2	$1.1M	Buy	+33,464	New	+$1.08M	0.03%	381