EPG Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $83.9K | Buy |
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|
2024
Q3 | $82.1K | Buy |
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|
2024
Q2 | – | Sell |
|
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|
2024
Q1 | $75.4K | Buy |
|
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|
2023
Q4 | $70.5K | Buy |
|
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|
2023
Q3 | $61.9K | Sell |
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|
2023
Q2 | $80.6K | Buy |
|
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|
2023
Q1 | $75.3K | Buy |
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|
2022
Q4 | $71.4K | Buy |
|
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|
2022
Q3 | $66K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $82K | Buy |
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|
2021
Q4 | $86K | Sell |
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|
2021
Q3 | $84K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $221K | Buy |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | $174K | Buy |
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|
2019
Q4 | $205K | Buy |
|