Beacon Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.68M | Sell |
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|
2025
Q2 | $2.94M | Sell |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $2.83M | Buy |
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|
2023
Q3 | $2.12M | Sell |
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|
2023
Q2 | $2.21M | Sell |
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|
2023
Q1 | $2.1M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $11.6M | Sell |
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|
2022
Q1 | $20.3M | Sell |
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|
2021
Q4 | $33.1M | Sell |
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|
2021
Q3 | $30.5M | Sell |
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|
2021
Q2 | $31.3M | Sell |
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|
2021
Q1 | $36.1M | Hold |
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|
2020
Q4 | $36.1M | Buy |
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|
2020
Q3 | $31M | Buy |
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|
2020
Q2 | $22.3M | Buy |
|