Beacon Financial Advisory’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	$1.3M	Sell	20,361 -3,387	-14%	-$217K	0.34%	77
2025 Q1	$1.41M	Buy	23,748 +13,894	+141%	+$824K	0.43%	51
2024 Q4	$603K	Buy	9,854 +2,929	+42%	+$179K	0.2%	143
2024 Q3	$416K	Buy	6,925 +1,917	+38%	+$115K	0.14%	178
2024 Q2	$285K	Buy	+5,008	New	+$285K	0.11%	219