Insight 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
Q2 | – | Sell |
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|
2025
Q1 | $424K | Sell |
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|
2024
Q4 | $997K | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $3.15M | Sell |
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|
2023
Q4 | $4.1M | Buy |
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|
2023
Q3 | $3.67M | Sell |
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|
2023
Q2 | $3.76M | Buy |
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|
2023
Q1 | $3.03M | Buy |
|
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|
2022
Q4 | $2.63M | Sell |
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|
2022
Q3 | $3.42M | Buy |
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|
2022
Q2 | $3.85M | Buy |
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|
2022
Q1 | $3.96M | Buy |
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|
2021
Q4 | $3.76M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $541K | Buy |
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