Blue Trust Inc’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 | $5.19K | Hold |
81
| – | – | ﹤0.01% | 1997 |
|
2025
Q1 | $4.8K | Hold |
81
| – | – | ﹤0.01% | 2104 |
|
2024
Q4 | $4.96K | Hold |
81
| – | – | ﹤0.01% | 2087 |
|
2024
Q3 | $4.61K | Hold |
81
| – | – | ﹤0.01% | 2424 |
|
2024
Q2 | $4.49K | Hold |
81
| – | – | ﹤0.01% | 2230 |
|
2024
Q1 | $4.49K | Buy |
+81
| New | +$4.49K | ﹤0.01% | 1659 |
|
2023
Q4 | – | Sell |
-227
| Closed | -$11K | – | 2549 |
|
2023
Q3 | $11K | Buy |
+227
| New | +$11K | ﹤0.01% | 1374 |
|