CGPCS
Capital Group Private Client Services’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $409K | Sell |
6,385
-2
| -0% | -$128 | ﹤0.01% | 261 |
|
|
2025
Q1 | $379K | Buy |
6,387
+13
| +0.2% | +$771 | ﹤0.01% | 259 |
|
|
2024
Q4 | $390K | Buy |
6,374
+3
| +0% | +$184 | ﹤0.01% | 253 |
|
|
2024
Q3 | $383K | Buy |
6,371
+16
| +0.3% | +$961 | ﹤0.01% | 249 |
|
|
2024
Q2 | $361K | Buy |
6,355
+32
| +0.5% | +$1.82K | ﹤0.01% | 253 |
|
|
2024
Q1 | $350K | Sell |
6,323
-12
| -0.2% | -$665 | ﹤0.01% | 246 |
|
|
2023
Q4 | $317K | Sell |
6,335
-13
| -0.2% | -$652 | ﹤0.01% | 243 |
|
|
2023
Q3 | $290K | Sell |
6,348
-11
| -0.2% | -$503 | ﹤0.01% | 231 |
|
|
2023
Q2 | $297K | Buy |
6,359
+4
| +0.1% | +$187 | ﹤0.01% | 227 |
|
|
2023
Q1 | $278K | Buy |
6,355
+17
| +0.3% | +$743 | ﹤0.01% | 230 |
|
|
2022
Q4 | $264K | Buy |
6,338
+35
| +0.6% | +$1.46K | ﹤0.01% | 227 |
|
|
2022
Q3 | $242K | Buy |
6,303
+30
| +0.5% | +$1.15K | ﹤0.01% | 227 |
|
|
2022
Q2 | $256K | Sell |
6,273
-14
| -0.2% | -$571 | ﹤0.01% | 224 |
|
|
2022
Q1 | $304K | Buy |
6,287
+21
| +0.3% | +$1.02K | ﹤0.01% | 223 |
|
|
2021
Q4 | $316K | Buy |
+6,266
| New | +$316K | ﹤0.01% | 208 |
|