Kelman-Lazarov Inc’s WisdomTree US LargeCap Fund EPS Stock Holding History

Kelman-Lazarov Inc’s Portfolio EPS Stock Details EPS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Buy
2025 Q4	$276K	Sell
2025 Q3	$413K	Buy