JD Financial Services’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
2021
Q4
$14.2M Buy
281,271
+9,535
+4% +$480K 11.67% 1
2021
Q3
$12.5M Buy
271,736
+12,106
+5% +$557K 11.4% 2
2021
Q2
$12M Buy
259,630
+207,039
+394% +$9.57M 11.13% 2
2021
Q1
$2.28M Buy
+52,591
New +$2.28M 2.89% 9