Family Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Hold |
10,000
| – | – | 0.34% | 51 |
|
|
2025
Q1 | $593K | Hold |
10,000
| – | – | 0.37% | 45 |
|
|
2024
Q4 | $612K | Hold |
10,000
| – | – | 0.37% | 43 |
|
|
2024
Q3 | $600K | Hold |
10,000
| – | – | 0.39% | 41 |
|
|
2024
Q2 | $569K | Hold |
10,000
| – | – | 0.39% | 41 |
|
|
2024
Q1 | $554K | Hold |
10,000
| – | – | 0.39% | 38 |
|
|
2023
Q4 | $501K | Hold |
10,000
| – | – | 0.36% | 38 |
|
|
2023
Q3 | $458K | Hold |
10,000
| – | – | 0.3% | 46 |
|
|
2023
Q2 | $467K | Hold |
10,000
| – | – | 0.29% | 41 |
|
|
2023
Q1 | $437K | Hold |
10,000
| – | – | 0.19% | 42 |
|
|
2022
Q4 | $416K | Buy |
+10,000
| New | +$416K | 0.27% | 41 |
|