IFS 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 | $336K | Hold |
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|
2025
Q2 | $312K | Sell |
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|
2025
Q1 | $300K | Hold |
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|
2024
Q4 | $310K | Hold |
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|
2024
Q3 | $304K | Hold |
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|
2024
Q2 | $288K | Hold |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $254K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $236K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $194K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $223K | Hold |
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|
2021
Q2 | $224K | Hold |
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|
2021
Q1 | $210K | Hold |
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|
2020
Q4 | $195K | Buy |
|