Allworth Financial’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 | $120K | Buy |
1,882
+1
| +0.1% | +$64 | ﹤0.01% | 1438 |
|
|
2025
Q1 | $108K | Buy |
1,881
+851
| +83% | +$48.9K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $65.3K | Buy |
1,030
+645
| +168% | +$40.9K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $23.1K | Hold |
385
| – | – | ﹤0.01% | 1819 |
|
|
2024
Q2 | $22.1K | Hold |
385
| – | – | ﹤0.01% | 1818 |
|
|
2024
Q1 | $21.3K | Hold |
385
| – | – | ﹤0.01% | 1736 |
|
|
2023
Q4 | $19.3K | Buy |
+385
| New | +$19.3K | ﹤0.01% | 1670 |
|