Creative Planning’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 | $6.46M | Sell |
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|
2025
Q2 | $6.01M | Buy |
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|
2025
Q1 | $5.57M | Sell |
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|
2024
Q4 | $5.85M | Buy |
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|
2024
Q3 | $5.42M | Sell |
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|
2024
Q2 | $5.35M | Sell |
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|
2024
Q1 | $5.22M | Sell |
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|
2023
Q4 | $4.83M | Sell |
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|
2023
Q3 | $5.45M | Sell |
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|
2023
Q2 | $5.72M | Sell |
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|
2023
Q1 | $5.58M | Sell |
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|
2022
Q4 | $5.37M | Sell |
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|
2022
Q3 | $5.41M | Sell |
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|
2022
Q2 | $6.51M | Sell |
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|
2022
Q1 | $8.05M | Sell |
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|
2021
Q4 | $8.47M | Buy |
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|
2021
Q3 | $7.24M | Sell |
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|
2021
Q2 | $7.56M | Sell |
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|
2021
Q1 | $7.42M | Sell |
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|
2020
Q4 | $7.1M | Sell |
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|
2020
Q3 | $7.38M | Buy |
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|
2020
Q2 | $415K | Sell |
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|
2020
Q1 | $386K | Sell |
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|
2019
Q4 | $517K | Sell |
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|
2019
Q3 | $483K | Buy |
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|
2019
Q2 | $464K | Hold |
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|
2019
Q1 | $448K | Buy |
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|
2018
Q4 | $353K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $384K | Hold |
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|
2018
Q1 | $380K | Hold |
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|
2017
Q4 | $389K | Hold |
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|
2017
Q3 | $363K | Hold |
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|
2017
Q2 | $348K | Hold |
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|
2017
Q1 | $340K | Buy |
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|
2016
Q4 | $263K | Buy |
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|
2016
Q3 | $36K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $78K | Buy |
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