GPS Wealth Strategies 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 | $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 | +$60.1K | 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% | -$11K | 0.01% | 424 |
|
|
2022
Q1 | $80K | Hold |
1,644
| – | – | 0.02% | 348 |
|
|
2021
Q4 | $83K | Buy |
1,644
+101
| +7% | +$5.1K | 0.02% | 320 |
|
|
2021
Q3 | $71K | Buy |
1,543
+168
| +12% | +$7.73K | 0.02% | 332 |
|
|
2021
Q2 | $64K | Hold |
1,375
| – | – | 0.02% | 364 |
|
|
2021
Q1 | $59K | Buy |
+1,375
| New | +$59K | 0.02% | 356 |
|