IA
IFS Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Sell |
4,873
-190
| -4% | -$12.2K | 0.24% | 14 |
|
|
2025
Q1 | $300K | Hold |
5,063
| – | – | 0.24% | 12 |
|
|
2024
Q4 | $310K | Hold |
5,063
| – | – | 0.24% | 12 |
|
|
2024
Q3 | $304K | Hold |
5,063
| – | – | 0.24% | 11 |
|
|
2024
Q2 | $288K | Hold |
5,063
| – | – | 0.24% | 11 |
|
|
2024
Q1 | $280K | Hold |
5,063
| – | – | 0.24% | 12 |
|
|
2023
Q4 | $254K | Hold |
5,063
| – | – | 0.3% | 11 |
|
|
2023
Q3 | $232K | Hold |
5,063
| – | – | 0.43% | 10 |
|
|
2023
Q2 | $236K | Hold |
5,063
| – | – | 0.58% | 6 |
|
|
2023
Q1 | $221K | Hold |
5,063
| – | – | 0.9% | 4 |
|
|
2022
Q4 | $211K | Hold |
5,063
| – | – | 0.36% | 8 |
|
|
2022
Q3 | $194K | Hold |
5,063
| – | – | 0.36% | 8 |
|
|
2022
Q2 | $206K | Hold |
5,063
| – | – | 0.55% | 5 |
|
|
2022
Q1 | $244K | Buy |
5,063
+200
| +4% | +$9.64K | 0.23% | 11 |
|
|
2021
Q4 | $244K | Hold |
4,863
| – | – | 0.17% | 24 |
|
|
2021
Q3 | $223K | Hold |
4,863
| – | – | 0.14% | 25 |
|
|
2021
Q2 | $224K | Hold |
4,863
| – | – | 0.15% | 26 |
|
|
2021
Q1 | $210K | Hold |
4,863
| – | – | 0.16% | 23 |
|
|
2020
Q4 | $195K | Buy |
+4,863
| New | +$195K | 0.15% | 20 |
|