IFG Advisory’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 | $372K | Hold |
5,811
| – | – | 0.02% | 541 |
|
|
2025
Q1 | $344K | Hold |
5,811
| – | – | 0.02% | 526 |
|
|
2024
Q4 | $356K | Buy |
+5,811
| New | +$356K | 0.02% | 497 |
|
|
2024
Q3 | – | Sell |
-5,811
| Closed | -$331K | – | 449 |
|
|
2024
Q2 | $331K | Buy |
+5,811
| New | +$331K | 0.02% | 489 |
|
|
2024
Q1 | – | Sell |
-5,767
| Closed | -$289K | – | 428 |
|
|
2023
Q4 | $289K | Hold |
5,767
| – | – | 0.02% | 475 |
|
|
2023
Q3 | $264K | Buy |
+5,767
| New | +$264K | 0.02% | 463 |
|
|
2023
Q2 | – | Sell |
-5,722
| Closed | -$250K | – | 366 |
|
|
2023
Q1 | $250K | Buy |
5,722
+28
| +0.5% | +$1.22K | 0.02% | 447 |
|
|
2022
Q4 | $236K | Sell |
5,694
-90
| -2% | -$3.73K | 0.02% | 435 |
|
|
2022
Q3 | $222K | Buy |
+5,784
| New | +$222K | 0.02% | 471 |
|