CGN Advisors’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
Q3 | $296K | Sell |
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|
2025
Q2 | $278K | Hold |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $399K | Hold |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $243K | Sell |
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|
2023
Q4 | $229K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $346K | Sell |
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|
2022
Q4 | $353K | Sell |
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|
2022
Q3 | $550K | Sell |
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|
2022
Q2 | $4.74M | Buy |
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|
2022
Q1 | $4.86M | Buy |
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|
2021
Q4 | $4.31M | Buy |
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|
2021
Q3 | $3.59M | Buy |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $3.18M | Buy |
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|
2020
Q4 | $2.85M | Buy |
|