Essential 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
Q2 | $699K | Buy |
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|
2025
Q1 | $647K | Sell |
|
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|
2024
Q4 | $45.8M | Buy |
|
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|
2024
Q3 | $718K | Sell |
|
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|
2024
Q2 | $717K | Sell |
|
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|
2024
Q1 | $698K | Hold |
|
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|
2023
Q4 | $698K | Sell |
|
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|
2023
Q3 | $651K | Sell |
|
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|
2023
Q2 | $739K | Sell |
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|
2023
Q1 | $706K | Sell |
|
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|
2022
Q4 | $908K | Buy |
|