AssuredPartners Investment 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	$2.78M	Sell	43,358 -889	-2%	-$56.9K	0.68%	35
2025 Q1	$2.62M	Sell	44,247 -213	-0.5%	-$12.6K	0.51%	57
2024 Q4	$2.72M	Buy	+44,460	New	+$2.72M	0.53%	49