Family Capital 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
Q3 | $689K | Hold |
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|
2025
Q2 | $640K | Hold |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $612K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $569K | Hold |
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|
2024
Q1 | $554K | Hold |
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|
2023
Q4 | $501K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $416K | Buy |
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