Capital Management’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
2026
Q1
Sell
2025
Q4
$224K Sell
2025
Q3
$221K Sell
2025
Q2
$206K Sell
2025
Q1
$203K Hold
2024
Q4
$210K Sell
2024
Q3
$219K Hold
2024
Q2
$208K Sell
2024
Q1
$204K Buy