Concourse Financial Group Securities’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Hold |
0
| – | – | – | 2456 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 4078 |
|
2024
Q3 | – | Hold |
0
| – | – | – | 4073 |
|
2024
Q2 | – | Hold |
0
| – | – | – | 4111 |
|
2024
Q1 | – | Hold |
0
| – | – | – | 4124 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 4062 |
|
2023
Q3 | – | Hold |
0
| – | – | – | 4027 |
|
2023
Q2 | – | Hold |
0
| – | – | – | 3986 |
|
2023
Q1 | – | Hold |
0
| – | – | – | 3895 |
|
2022
Q4 | – | Hold |
0
| – | – | – | 3863 |
|
2022
Q3 | – | Hold |
0
| – | – | – | 3644 |
|
2022
Q2 | – | Hold |
0
| – | – | – | 3695 |
|
2022
Q1 | – | Hold |
0
| – | – | – | 3644 |
|
2021
Q4 | – | Hold |
0
| – | – | – | 3767 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 3716 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 3613 |
|
2021
Q1 | – | Hold |
0
| – | – | – | 3537 |
|
2020
Q4 | – | Hold |
0
| – | – | – | 3459 |
|
2020
Q3 | – | Hold |
0
| – | – | – | 3301 |
|
2020
Q2 | – | Hold |
0
| – | – | – | 3205 |
|
2020
Q1 | – | Hold |
0
| – | – | – | 3236 |
|
2019
Q4 | – | Hold |
0
| – | – | – | 3179 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 2895 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 3221 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 3204 |
|
2018
Q4 | – | Hold |
0
| – | – | – | 3085 |
|
2018
Q3 | – | Hold |
0
| – | – | – | 2671 |
|