Flagship Wealth Advisors’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
$5.59M Buy
87,260
+7,634
+10% +$489K 2.11% 12
2025
Q1
$4.72M Buy
+79,626
New +$4.72M 1.99% 13