EWM
EPG Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,371
| Closed | -$83.9K | – | 415 |
|
|
2024
Q4 | $83.9K | Buy |
1,371
+4
| +0.3% | +$245 | 0.02% | 266 |
|
|
2024
Q3 | $82.1K | Buy |
+1,367
| New | +$82.1K | 0.02% | 270 |
|
|
2024
Q2 | – | Sell |
-1,360
| Closed | -$75.4K | – | 286 |
|
|
2024
Q1 | $75.4K | Buy |
1,360
+3
| +0.2% | +$166 | 0.02% | 295 |
|
|
2023
Q4 | $70.5K | Buy |
1,357
+4
| +0.3% | +$208 | 0.02% | 283 |
|
|
2023
Q3 | $61.9K | Sell |
1,353
-373
| -22% | -$17.1K | 0.02% | 286 |
|
|
2023
Q2 | $80.6K | Buy |
1,726
+4
| +0.2% | +$187 | 0.02% | 270 |
|
|
2023
Q1 | $75.3K | Buy |
1,722
+4
| +0.2% | +$175 | 0.02% | 277 |
|
|
2022
Q4 | $71.4K | Buy |
1,718
+5
| +0.3% | +$208 | 0.03% | 250 |
|
|
2022
Q3 | $66K | Buy |
+1,713
| New | +$66K | 0.03% | 246 |
|
|
2022
Q2 | – | Sell |
-1,704
| Closed | -$82K | – | 255 |
|
|
2022
Q1 | $82K | Buy |
1,704
+3
| +0.2% | +$144 | 0.03% | 265 |
|
|
2021
Q4 | $86K | Sell |
1,701
-125
| -7% | -$6.32K | 0.03% | 266 |
|
|
2021
Q3 | $84K | Buy |
+1,826
| New | +$84K | 0.03% | 247 |
|
|
2020
Q4 | – | Sell |
-6,252
| Closed | -$221K | – | 158 |
|
|
2020
Q3 | $221K | Buy |
6,252
+29
| +0.5% | +$1.03K | 0.16% | 115 |
|
|
2020
Q2 | $206K | Buy |
6,223
+34
| +0.5% | +$1.13K | 0.15% | 140 |
|
|
2020
Q1 | $174K | Buy |
6,189
+602
| +11% | +$16.9K | 0.13% | 131 |
|
|
2019
Q4 | $205K | Buy |
+5,587
| New | +$205K | 0.15% | 96 |
|