Maia Wealth’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
$2.68M Buy
41,934
+20,420
+95% +$1.31M 0.51% 48
2025
Q1
$1.22M Buy
21,514
+14,294
+198% +$809K 0.28% 92
2024
Q4
$457K Buy
+7,220
New +$457K 0.1% 178