GAG
GM Advisory Group’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
17,414
-3,463
| -17% | -$222K | 0.06% | 138 |
|
|
2025
Q1 | $1.24M | Buy |
20,877
+6
| +0% | +$356 | 0.07% | 112 |
|
|
2024
Q4 | $1.28M | Buy |
20,871
+89
| +0.4% | +$5.45K | 0.07% | 106 |
|
|
2024
Q3 | $1.25M | Sell |
20,782
-1,510
| -7% | -$90.7K | 0.07% | 101 |
|
|
2024
Q2 | $1.27M | Buy |
22,292
+188
| +0.9% | +$10.7K | 0.08% | 100 |
|
|
2024
Q1 | $1.22M | Buy |
22,104
+200
| +0.9% | +$11.1K | 0.09% | 99 |
|
|
2023
Q4 | $1.1M | Sell |
21,904
-2,688
| -11% | -$135K | 0.08% | 87 |
|
|
2023
Q3 | $1.13M | Buy |
24,592
+9
| +0% | +$412 | 0.09% | 77 |
|
|
2023
Q2 | $1.15M | Buy |
24,583
+9
| +0% | +$420 | 0.1% | 75 |
|
|
2023
Q1 | $1.07M | Buy |
24,574
+589
| +2% | +$25.8K | 0.1% | 70 |
|
|
2022
Q4 | $997K | Sell |
23,985
-803
| -3% | -$33.4K | 0.11% | 71 |
|
|
2022
Q3 | $952K | Buy |
24,788
+122
| +0.5% | +$4.69K | 0.12% | 67 |
|
|
2022
Q2 | $1.01M | Buy |
24,666
+10
| +0% | +$408 | 0.16% | 66 |
|
|
2022
Q1 | $1.19M | Buy |
24,656
+217
| +0.9% | +$10.5K | 0.14% | 78 |
|
|
2021
Q4 | $1.23M | Buy |
24,439
+7
| +0% | +$353 | 0.11% | 84 |
|
|
2021
Q3 | $1.12M | Buy |
24,432
+8,273
| +51% | +$381K | 0.11% | 87 |
|
|
2021
Q2 | $747K | Buy |
16,159
+112
| +0.7% | +$5.18K | 0.08% | 103 |
|
|
2021
Q1 | $696K | Buy |
16,047
+1,199
| +8% | +$52K | 0.08% | 102 |
|
|
2020
Q4 | $596K | Buy |
14,848
+5
| +0% | +$201 | 0.08% | 97 |
|
|
2020
Q3 | $526K | Buy |
14,843
+6
| +0% | +$213 | 0.08% | 92 |
|
|
2020
Q2 | $492K | Sell |
14,837
-3,040
| -17% | -$101K | 0.09% | 101 |
|
|
2020
Q1 | $503K | Buy |
17,877
+1,325
| +8% | +$37.3K | 0.14% | 73 |
|
|
2019
Q4 | $607K | Sell |
16,552
-3,938
| -19% | -$144K | 0.19% | 45 |
|
|
2019
Q3 | $687K | Buy |
20,490
+590
| +3% | +$19.8K | 0.21% | 49 |
|
|
2019
Q2 | $654K | Sell |
19,900
-1,520
| -7% | -$50K | 0.21% | 53 |
|
|
2019
Q1 | $681K | Hold |
21,420
| – | – | 0.22% | 52 |
|
|
2018
Q4 | $604K | Buy |
21,420
+1,000
| +5% | +$28.2K | 0.22% | 55 |
|
|
2018
Q3 | $667K | Hold |
20,420
| – | – | 0.21% | 56 |
|
|
2018
Q2 | $626K | Hold |
20,420
| – | – | 0.19% | 59 |
|
|
2018
Q1 | $620K | Buy |
20,420
+1,380
| +7% | +$41.9K | 0.19% | 55 |
|
|
2017
Q4 | $592K | Buy |
19,040
+13,202
| +226% | +$410K | 0.16% | 60 |
|
|
2017
Q3 | $508K | Buy |
5,838
+264
| +5% | +$23K | 0.15% | 62 |
|
|
2017
Q2 | $464K | Buy |
5,574
+2,384
| +75% | +$198K | 0.15% | 66 |
|
|
2017
Q1 | $260K | Buy |
+3,190
| New | +$260K | 0.09% | 83 |
|