Cornerstone Wealth Management’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
Q2 | $544K | Buy |
8,506
+12
| +0.1% | +$768 | 0.03% | 376 |
|
|
2025
Q1 | $503K | Buy |
8,494
+11
| +0.1% | +$652 | 0.03% | 367 |
|
|
2024
Q4 | $519K | Sell |
8,483
-161
| -2% | -$9.85K | 0.04% | 349 |
|
|
2024
Q3 | $519K | Buy |
8,644
+12
| +0.1% | +$721 | 0.04% | 346 |
|
|
2024
Q2 | $491K | Buy |
8,632
+14
| +0.2% | +$796 | 0.04% | 338 |
|
|
2024
Q1 | $477K | Buy |
8,618
+13
| +0.2% | +$720 | 0.04% | 338 |
|
|
2023
Q4 | $431K | Buy |
+8,605
| New | +$431K | 0.04% | 347 |
|
|
2023
Q2 | – | Sell |
-5,249
| Closed | -$229K | – | 510 |
|
|
2023
Q1 | $229K | Buy |
+5,249
| New | +$229K | 0.02% | 419 |
|