Independent Advisor Alliance’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 Q1	–	Sell	-5,034	Closed	-$308K	–	944
2024 Q4	$308K	Buy	+5,034	New	+$308K	﹤0.01%	1128
2020 Q1	–	Sell	-15,815	Closed	-$581K	–	506
2019 Q4	$581K	Buy	+15,815	New	+$581K	0.03%	498