Melone Private 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 | $574K | Buy |
9,001
+1
| +0% | +$64 | 0.29% | 38 |
|
|
2025
Q1 | $534K | Sell |
9,000
-169
| -2% | -$10K | 0.28% | 39 |
|
|
2024
Q4 | $561K | Sell |
9,169
-42
| -0.5% | -$2.57K | 0.29% | 41 |
|
|
2024
Q3 | $553K | Sell |
9,211
-42
| -0.5% | -$2.52K | 0.29% | 40 |
|
|
2024
Q2 | $526K | Buy |
9,253
+23
| +0.2% | +$1.31K | 0.31% | 40 |
|
|
2024
Q1 | $511K | Sell |
9,230
-841
| -8% | -$46.6K | 0.31% | 40 |
|
|
2023
Q4 | $505K | Sell |
10,071
-883
| -8% | -$44.3K | 0.32% | 40 |
|
|
2023
Q3 | $501K | Buy |
10,954
+25
| +0.2% | +$1.14K | 0.36% | 41 |
|
|
2023
Q2 | $510K | Hold |
10,929
| – | – | 0.36% | 41 |
|
|
2023
Q1 | $478K | Sell |
10,929
-64
| -0.6% | -$2.8K | 0.36% | 40 |
|
|
2022
Q4 | $457K | Hold |
10,993
| – | – | 0.39% | 40 |
|
|
2022
Q3 | $441K | Buy |
10,993
+25
| +0.2% | +$1K | 0.39% | 46 |
|
|
2022
Q2 | $461K | Sell |
10,968
-167
| -1% | -$7.02K | 0.39% | 45 |
|
|
2022
Q1 | $512K | Buy |
11,135
+45
| +0.4% | +$2.07K | 0.42% | 45 |
|
|
2021
Q4 | $558K | Buy |
+11,090
| New | +$558K | 0.42% | 50 |
|