IFP Advisors’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
Q3 | $115K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $812K | Sell |
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|
2023
Q2 | $843K | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $6.03M | Buy |
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|
2022
Q2 | $5.97M | Hold |
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|
2022
Q1 | $5.97M | Buy |
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|
2021
Q4 | $12K | Sell |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.57M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $103K | Buy |
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|
2020
Q1 | $90K | Buy |
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|
2019
Q4 | $116K | Buy |
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|
2019
Q3 | $104K | Buy |
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|
2019
Q1 | $23K | Sell |
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|
2018
Q4 | $112K | Buy |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | $99K | Buy |
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|
2018
Q1 | $100K | Hold |
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|
2017
Q4 | $100K | Buy |
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|
2017
Q3 | $93K | Buy |
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|
2017
Q2 | $89K | Buy |
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|
2017
Q1 | $87K | Buy |
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|
2016
Q4 | $82K | Buy |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $75K | Buy |
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|
2016
Q1 | $23K | Sell |
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|
2015
Q4 | $74K | Buy |
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