Melone Private Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $614K | Sell |
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|
2025
Q2 | $574K | Buy |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $553K | Sell |
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|
2024
Q2 | $526K | Buy |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $510K | Hold |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $457K | Hold |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $512K | Buy |
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|
2021
Q4 | $558K | Buy |
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