GPS Wealth Strategies Group’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 Q4	$97.4K	Hold	1,375	–	–	0.08%	152
2025 Q3	$94.8K	Hold	1,375	–	–	0.01%	507
2025 Q2	$88K	Hold	1,375	–	–	0.01%	493
2025 Q1	$81.5K	Hold	1,375	–	–	0.01%	505
2024 Q4	$84.1K	Hold	1,375	–	–	0.01%	471
2024 Q3	$82.6K	Hold	1,375	–	–	0.01%	478
2024 Q2	$78.2K	Hold	1,375	–	–	0.01%	437
2024 Q1	$76.2K	Hold	1,375	–	–	0.01%	430
2023 Q4	$68.9K	Hold	1,375	–	–	0.01%	426
2023 Q3	$62.9K	Hold	1,375	–	–	0.01%	433
2023 Q2	$64.2K	Hold	1,375	–	–	0.01%	443
2023 Q1	$60.1K	Buy	+1,375	New	+$59.4K	0.01%	443
2022 Q4	–	Sell	-1,375	Closed	-$53K	–	416
2022 Q3	$53K	Hold	1,375	–	–	0.01%	423
2022 Q2	$56K	Sell	1,375 -269	-16%	-$11.9K	0.01%	424
2022 Q1	$80K	Hold	1,644	–	–	0.02%	348
2021 Q4	$83K	Buy	1,644 +101	+7%	+$4.92K	0.02%	320
2021 Q3	$71K	Buy	1,543 +168	+12%	+$7.96K	0.02%	332
2021 Q2	$64K	Hold	1,375	–	–	0.02%	364
2021 Q1	$59K	Buy	+1,375	New	+$57.3K	0.02%	356