Ancora Advisors’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 | $53.4K | Hold |
835
| – | – | ﹤0.01% | 996 |
|
|
2025
Q1 | $49.5K | Hold |
835
| – | – | ﹤0.01% | 999 |
|
|
2024
Q4 | $51.1K | Hold |
835
| – | – | ﹤0.01% | 980 |
|
|
2024
Q3 | $50.1K | Buy |
835
+175
| +27% | +$10.5K | ﹤0.01% | 974 |
|
|
2024
Q2 | $37.5K | Hold |
660
| – | – | ﹤0.01% | 993 |
|
|
2024
Q1 | $36.6K | Hold |
660
| – | – | ﹤0.01% | 1015 |
|
|
2023
Q4 | $33.1K | Hold |
660
| – | – | ﹤0.01% | 1019 |
|
|
2023
Q3 | $30.2K | Hold |
660
| – | – | ﹤0.01% | 1020 |
|
|
2023
Q2 | $30.8K | Hold |
660
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q1 | $28.9K | Hold |
660
| – | – | ﹤0.01% | 1017 |
|
|
2022
Q4 | $27K | Hold |
660
| – | – | ﹤0.01% | 1068 |
|
|
2022
Q3 | $25K | Hold |
660
| – | – | ﹤0.01% | 1244 |
|
|
2022
Q2 | $27K | Hold |
660
| – | – | ﹤0.01% | 1318 |
|
|
2022
Q1 | $32K | Hold |
660
| – | – | ﹤0.01% | 1387 |
|
|
2021
Q4 | $33K | Hold |
660
| – | – | ﹤0.01% | 1405 |
|
|
2021
Q3 | $30K | Hold |
660
| – | – | ﹤0.01% | 1322 |
|
|
2021
Q2 | $30K | Hold |
660
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q1 | $29K | Hold |
660
| – | – | ﹤0.01% | 1174 |
|
|
2020
Q4 | $27K | Hold |
660
| – | – | ﹤0.01% | 985 |
|
|
2020
Q3 | $23K | Hold |
660
| – | – | ﹤0.01% | 969 |
|
|
2020
Q2 | $22K | Hold |
660
| – | – | ﹤0.01% | 949 |
|
|
2020
Q1 | $19K | Hold |
660
| – | – | ﹤0.01% | 1019 |
|
|
2019
Q4 | $24K | Buy |
+660
| New | +$24K | ﹤0.01% | 1013 |
|
|
2018
Q4 | – | Sell |
-660
| Closed | -$22K | – | 779 |
|
|
2018
Q3 | $22K | Buy |
+660
| New | +$22K | ﹤0.01% | 1048 |
|