Financial Gravity Asset 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 | $15.5M | Buy |
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|
2024
Q2 | $14.9M | Sell |
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|
2024
Q1 | $26.7M | Sell |
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|
2023
Q4 | $137M | Buy |
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|
2023
Q3 | $124M | Buy |
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|
2023
Q2 | $5.97K | Buy |
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|
2023
Q1 | $5.11K | Buy |
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|
2022
Q4 | $1.87K | Sell |
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|
2022
Q3 | $1.73K | Sell |
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|
2022
Q2 | $3.84K | Buy |
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|
2022
Q1 | $2.25K | Sell |
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|
2021
Q4 | $2.54K | Buy |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $3.92M | Buy |
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|
2021
Q1 | $3.59K | Buy |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $629 | Buy |
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|
2019
Q4 | $29K | Hold |
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|
2019
Q3 | $26K | Buy |
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