EP
Essential Planning’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Buy |
10,914
+1
| +0% | +$64 | 0.26% | 37 |
|
|
2025
Q1 | $647K | Sell |
10,913
-730,498
| -99% | -$43.3M | 0.26% | 39 |
|
|
2024
Q4 | $45.8M | Buy |
741,411
+729,459
| +6,103% | +$45.1M | 0.3% | 31 |
|
|
2024
Q3 | $718K | Sell |
11,952
-656
| -5% | -$39.4K | 0.29% | 32 |
|
|
2024
Q2 | $717K | Sell |
12,608
-1,326
| -10% | -$75.4K | 0.32% | 31 |
|
|
2024
Q1 | $698K | Hold |
13,934
| – | – | 0.35% | 30 |
|
|
2023
Q4 | $698K | Sell |
13,934
-290
| -2% | -$14.5K | 0.35% | 30 |
|
|
2023
Q3 | $651K | Sell |
14,224
-1,592
| -10% | -$72.8K | 0.36% | 28 |
|
|
2023
Q2 | $739K | Sell |
15,816
-326
| -2% | -$15.2K | 0.42% | 25 |
|
|
2023
Q1 | $706K | Sell |
16,142
-7,635
| -32% | -$334K | 0.43% | 25 |
|
|
2022
Q4 | $908K | Buy |
+23,777
| New | +$908K | 0.7% | 21 |
|