Berger 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 | $560K | Hold |
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|
2025
Q2 | $520K | Sell |
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|
2025
Q1 | $484K | Hold |
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|
2024
Q4 | $499K | Hold |
|
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|
2024
Q3 | $490K | Hold |
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|
2024
Q2 | $464K | Hold |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $409K | Sell |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $367K | Hold |
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|
2022
Q4 | $349K | Hold |
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|
2022
Q3 | $322K | Hold |
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|
2022
Q2 | $342K | Sell |
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|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $529K | Hold |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $485K | Hold |
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|
2021
Q1 | $455K | Hold |
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|
2020
Q4 | $422K | Buy |
|