KMG Fiduciary Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
27,144
+1,349
| +5% | +$86.3K | 0.13% | 146 |
|
|
2025
Q1 | $1.53M | Buy |
25,795
+187
| +0.7% | +$11.1K | 0.13% | 154 |
|
|
2024
Q4 | $1.57M | Buy |
25,608
+263
| +1% | +$16.1K | 0.13% | 148 |
|
|
2024
Q3 | $1.52M | Buy |
25,345
+96
| +0.4% | +$5.76K | 0.13% | 148 |
|
|
2024
Q2 | $1.44M | Buy |
25,249
+93
| +0.4% | +$5.29K | 0.14% | 124 |
|
|
2024
Q1 | $1.39M | Buy |
25,156
+86
| +0.3% | +$4.76K | 0.14% | 128 |
|
|
2023
Q4 | $1.26M | Buy |
25,070
+111
| +0.4% | +$5.56K | 0.15% | 130 |
|
|
2023
Q3 | $1.14M | Buy |
24,959
+109
| +0.4% | +$4.99K | 0.15% | 132 |
|
|
2023
Q2 | $1.16M | Buy |
24,850
+255
| +1% | +$11.9K | 0.15% | 134 |
|
|
2023
Q1 | $1.08M | Buy |
24,595
+363
| +1% | +$15.9K | 0.15% | 136 |
|
|
2022
Q4 | $1.01M | Buy |
24,232
+184
| +0.8% | +$7.65K | 0.17% | 121 |
|
|
2022
Q3 | $923K | Buy |
24,048
+573
| +2% | +$22K | 0.18% | 109 |
|
|
2022
Q2 | $958K | Buy |
23,475
+2,543
| +12% | +$104K | 0.18% | 106 |
|
|
2022
Q1 | $1.01M | Buy |
20,932
+136
| +0.7% | +$6.58K | 0.16% | 106 |
|
|
2021
Q4 | $1.05M | Buy |
20,796
+405
| +2% | +$20.4K | 0.16% | 103 |
|
|
2021
Q3 | $938K | Buy |
20,391
+730
| +4% | +$33.6K | 0.16% | 104 |
|
|
2021
Q2 | $909K | Buy |
19,661
+1,120
| +6% | +$51.8K | 0.16% | 101 |
|
|
2021
Q1 | $804K | Buy |
18,541
+110
| +0.6% | +$4.77K | 0.16% | 104 |
|
|
2020
Q4 | $735K | Buy |
18,431
+779
| +4% | +$31.1K | 0.15% | 105 |
|
|
2020
Q3 | $625K | Buy |
17,652
+74
| +0.4% | +$2.62K | 0.16% | 101 |
|
|
2020
Q2 | $583K | Buy |
17,578
+85
| +0.5% | +$2.82K | 0.16% | 88 |
|
|
2020
Q1 | $492K | Buy |
+17,493
| New | +$492K | 0.16% | 89 |
|