Founders Financial Alliance’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
$227K Buy
3,543
+584
+20% +$37.4K 0.05% 296
2025
Q1
$175K Buy
2,959
+1,124
+61% +$66.6K 0.04% 350
2024
Q4
$112K Buy
+1,835
New +$112K 0.03% 311