Mather Group’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 | – | Sell |
-9
| Closed | -$534 | – | 941 |
|
|
2025
Q1 | $534 | Hold |
9
| – | – | ﹤0.01% | 1681 |
|
|
2024
Q4 | $551 | Hold |
9
| – | – | ﹤0.01% | 1653 |
|
|
2024
Q3 | $540 | Hold |
9
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q2 | $499 | Hold |
9
| – | – | ﹤0.01% | 2067 |
|
|
2024
Q1 | $451 | Buy |
+9
| New | +$451 | ﹤0.01% | 1689 |
|