IA
Insight 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 | – | Sell |
-7,157
| Closed | -$424K | – | 287 |
|
|
2025
Q1 | $424K | Sell |
7,157
-9,095
| -56% | -$539K | 0.07% | 167 |
|
|
2024
Q4 | $997K | Sell |
16,252
-9,236
| -36% | -$567K | 0.17% | 86 |
|
|
2024
Q3 | $1.53M | Sell |
25,488
-14,321
| -36% | -$860K | 0.26% | 63 |
|
|
2024
Q2 | $2.26M | Sell |
39,809
-17,075
| -30% | -$971K | 0.41% | 41 |
|
|
2024
Q1 | $3.15M | Sell |
56,884
-24,862
| -30% | -$1.38M | 0.6% | 25 |
|
|
2023
Q4 | $4.1M | Buy |
81,746
+1,462
| +2% | +$73.3K | 0.87% | 14 |
|
|
2023
Q3 | $3.67M | Sell |
80,284
-108
| -0.1% | -$4.94K | 0.84% | 13 |
|
|
2023
Q2 | $3.76M | Buy |
80,392
+11,044
| +16% | +$516K | 0.84% | 16 |
|
|
2023
Q1 | $3.03M | Buy |
69,348
+5,914
| +9% | +$259K | 0.71% | 18 |
|
|
2022
Q4 | $2.63M | Sell |
63,434
-25,614
| -29% | -$1.06M | 0.92% | 21 |
|
|
2022
Q3 | $3.42M | Buy |
89,048
+1,874
| +2% | +$72K | 1.34% | 14 |
|
|
2022
Q2 | $3.85M | Buy |
87,174
+5,327
| +7% | +$235K | 1.31% | 14 |
|
|
2022
Q1 | $3.96M | Buy |
81,847
+7,249
| +10% | +$351K | 1.19% | 15 |
|
|
2021
Q4 | $3.76M | Buy |
74,598
+26,949
| +57% | +$1.36M | 1.11% | 16 |
|
|
2021
Q3 | $2.35M | Buy |
47,649
+23,231
| +95% | +$1.14M | 0.7% | 32 |
|
|
2021
Q2 | $1.15M | Buy |
24,418
+12,466
| +104% | +$588K | 0.36% | 71 |
|
|
2021
Q1 | $541K | Buy |
+11,952
| New | +$541K | 0.17% | 151 |
|