Institute for Wealth Management’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 | $591K | Sell |
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|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $587K | Hold |
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|
2024
Q4 | $606K | Hold |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $544K | Sell |
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|
2023
Q3 | $531K | Hold |
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|
2023
Q2 | $542K | Sell |
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|
2023
Q1 | $525K | Buy |
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|
2022
Q4 | $497K | Hold |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $568K | Sell |
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|
2021
Q3 | $520K | Buy |
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|
2021
Q2 | $460K | Hold |
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|
2021
Q1 | $431K | Hold |
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|
2020
Q4 | $399K | Hold |
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|
2020
Q3 | $352K | Hold |
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|
2020
Q2 | $330K | Hold |
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|
2020
Q1 | $280K | Sell |
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|
2019
Q4 | $419K | Hold |
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|
2019
Q3 | $383K | Hold |
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|
2019
Q2 | $375K | Hold |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $322K | Hold |
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|
2018
Q3 | $372K | Hold |
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|
2018
Q2 | $351K | Hold |
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|
2018
Q1 | $344K | Hold |
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|
2017
Q4 | $355K | Buy |
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|
2017
Q3 | – | Hold |
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|
2017
Q2 | – | Hold |
|