Chicago Partners Investment Group’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 | $1.83M | Sell |
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|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.57M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $972K | Buy |
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|
2023
Q3 | $835K | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $670K | Buy |
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|
2022
Q3 | $611K | Buy |
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|
2022
Q2 | $651K | Buy |
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|
2022
Q1 | $628K | Buy |
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|
2021
Q4 | $570K | Buy |
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|
2021
Q3 | $591K | Sell |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $563K | Hold |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $685K | Sell |
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|
2020
Q2 | $735K | Buy |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $722K | Sell |
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|
2019
Q3 | $672K | Hold |
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|
2019
Q2 | $661K | Hold |
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|
2019
Q1 | $648K | Hold |
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|
2018
Q4 | $576K | Buy |
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|
2018
Q3 | $552K | Buy |
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|
2018
Q2 | $541K | Buy |
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|
2018
Q1 | $521K | Hold |
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|
2017
Q4 | $533K | Buy |
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|
2017
Q3 | $491K | Buy |
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|
2017
Q2 | $431K | Buy |
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|
2017
Q1 | $239K | Buy |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $70K | Hold |
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|
2016
Q2 | $67K | Hold |
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|
2016
Q1 | $67K | Hold |
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|
2015
Q4 | $67K | Sell |
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|
2015
Q3 | $161K | Sell |
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|
2015
Q2 | $351K | Buy |
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|
2015
Q1 | $176K | Buy |
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|
2014
Q4 | $157K | Buy |
|