Capital Group Private Client Services’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
Q2 | $409K | Sell |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $361K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $297K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $264K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $316K | Buy |
|