Mercer Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,587
| Closed | -$631K | – | 2157 |
|
|
2024
Q3 | $631K | Buy |
10,587
+12
| +0.1% | +$715 | ﹤0.01% | 1218 |
|
|
2024
Q2 | $602K | Buy |
10,575
+12
| +0.1% | +$683 | ﹤0.01% | 1210 |
|
|
2024
Q1 | $585K | Sell |
10,563
-620
| -6% | -$34.3K | ﹤0.01% | 1193 |
|
|
2023
Q4 | $560K | Buy |
11,183
+115
| +1% | +$5.76K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $506K | Sell |
11,068
-410
| -4% | -$18.7K | ﹤0.01% | 1243 |
|
|
2023
Q2 | $536K | Sell |
11,478
-1,223
| -10% | -$57.1K | ﹤0.01% | 1196 |
|
|
2023
Q1 | $555K | Sell |
12,701
-571
| -4% | -$25K | ﹤0.01% | 1153 |
|
|
2022
Q4 | $552K | Buy |
+13,272
| New | +$552K | ﹤0.01% | 1154 |
|