Cetera Advisor Networks’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.45M | Buy |
44,138
+17,802
| +68% | +$986K | 0.01% | 930 |
|
|
2023
Q4 | $1.32M | Buy |
26,336
+1,991
| +8% | +$99.8K | 0.01% | 1202 |
|
|
2023
Q3 | $1.11M | Buy |
24,345
+18,324
| +304% | +$838K | 0.01% | 1211 |
|
|
2023
Q2 | $281K | Sell |
6,021
-893
| -13% | -$41.7K | ﹤0.01% | 2131 |
|
|
2023
Q1 | $302K | Sell |
6,914
-3,622
| -34% | -$158K | ﹤0.01% | 2050 |
|
|
2022
Q4 | $438K | Buy |
+10,536
| New | +$438K | ﹤0.01% | 1739 |
|
|
2020
Q3 | – | Sell |
-2,965
| Closed | -$98K | – | 1734 |
|
|
2020
Q2 | $98K | Buy |
+2,965
| New | +$98K | ﹤0.01% | 1524 |
|