Moller Wealth Partners’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 | $257K | Hold |
|
|||||
|
2025
Q2 | $239K | Hold |
|
|||||
|
2025
Q1 | $221K | Hold |
|
|||||
|
2024
Q4 | $228K | Hold |
|
|||||
|
2024
Q3 | $224K | Hold |
|
|||||
|
2024
Q2 | $212K | Sell |
|
|||||
|
2024
Q1 | $232K | Hold |
|
|||||
|
2023
Q4 | $210K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $203K | Hold |
|
|||||
|
2021
Q4 | $211K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $1.56M | Hold |
|
|||||
|
2015
Q1 | $1.56M | Sell |
|
|||||
|
2014
Q4 | $1.79M | Hold |
|
|||||
|
2014
Q3 | $1.71M | Hold |
|
|||||
|
2014
Q2 | $1.7M | Hold |
|
|||||
|
2014
Q1 | $1.63M | Sell |
|
|||||
|
2013
Q4 | $1.61M | Hold |
|
|||||
|
2013
Q3 | $1.46M | Hold |
|
|||||
|
2013
Q2 | $1.4M | Buy |
|