Creative Financial Designs’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 | $63.6K | Sell |
994
-181
| -15% | -$11.6K | ﹤0.01% | 788 |
|
|
2025
Q1 | $69.7K | Sell |
1,175
-626
| -35% | -$37.1K | 0.01% | 726 |
|
|
2024
Q4 | $110K | Sell |
1,801
-254
| -12% | -$15.5K | 0.01% | 578 |
|
|
2024
Q3 | $123K | Sell |
2,055
-435
| -17% | -$26.1K | 0.01% | 549 |
|
|
2024
Q2 | $142K | Buy |
2,490
+100
| +4% | +$5.69K | 0.01% | 509 |
|
|
2024
Q1 | $132K | Sell |
2,390
-9
| -0.4% | -$499 | 0.01% | 509 |
|
|
2023
Q4 | $120K | Buy |
2,399
+1,067
| +80% | +$53.5K | 0.01% | 500 |
|
|
2023
Q3 | $60.9K | Sell |
1,332
-149
| -10% | -$6.82K | 0.01% | 584 |
|
|
2023
Q2 | $69.2K | Sell |
1,481
-1,060
| -42% | -$49.5K | 0.01% | 557 |
|
|
2023
Q1 | $111K | Sell |
2,541
-20
| -0.8% | -$874 | 0.01% | 448 |
|
|
2022
Q4 | $106K | Sell |
2,561
-117
| -4% | -$4.87K | 0.02% | 439 |
|
|
2022
Q3 | $103K | Sell |
2,678
-144
| -5% | -$5.54K | 0.02% | 430 |
|
|
2022
Q2 | $115K | Sell |
2,822
-8
| -0.3% | -$326 | 0.02% | 401 |
|
|
2022
Q1 | $137K | Buy |
2,830
+321
| +13% | +$15.5K | 0.02% | 382 |
|
|
2021
Q4 | $126K | Sell |
2,509
-176
| -7% | -$8.84K | 0.02% | 398 |
|
|
2021
Q3 | $123K | Buy |
2,685
+1,062
| +65% | +$48.7K | 0.02% | 402 |
|
|
2021
Q2 | $75K | Buy |
+1,623
| New | +$75K | 0.01% | 503 |
|
|
2020
Q1 | – | Sell |
-350
| Closed | -$13K | – | 505 |
|
|
2019
Q4 | $13K | Hold |
350
| – | – | 0.01% | 371 |
|
|
2019
Q3 | $11K | Hold |
350
| – | – | 0.01% | 395 |
|
|
2019
Q2 | $12K | Hold |
350
| – | – | 0.01% | 383 |
|
|
2019
Q1 | $11K | Hold |
350
| – | – | 0.01% | 374 |
|
|
2018
Q4 | $10K | Hold |
350
| – | – | 0.01% | 360 |
|
|
2018
Q3 | $11K | Hold |
350
| – | – | 0.01% | 420 |
|
|
2018
Q2 | $11K | Buy |
+350
| New | +$11K | 0.01% | 449 |
|