MWP
Moller Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Hold |
3,730
| – | – | 0.05% | 66 |
|
|
2025
Q1 | $221K | Hold |
3,730
| – | – | 0.05% | 65 |
|
|
2024
Q4 | $228K | Hold |
3,730
| – | – | 0.06% | 62 |
|
|
2024
Q3 | $224K | Hold |
3,730
| – | – | 0.06% | 63 |
|
|
2024
Q2 | $212K | Sell |
3,730
-464
| -11% | -$26.4K | 0.06% | 62 |
|
|
2024
Q1 | $232K | Hold |
4,194
| – | – | 0.06% | 49 |
|
|
2023
Q4 | $210K | Buy |
+4,194
| New | +$210K | 0.06% | 50 |
|
|
2022
Q2 | – | Sell |
-4,194
| Closed | -$203K | – | 51 |
|
|
2022
Q1 | $203K | Hold |
4,194
| – | – | 0.06% | 53 |
|
|
2021
Q4 | $211K | Buy |
+4,194
| New | +$211K | 0.07% | 49 |
|
|
2015
Q3 | – | Sell |
-21,815
| Closed | -$1.56M | – | 36 |
|
|
2015
Q2 | $1.56M | Hold |
21,815
| – | – | 0.71% | 18 |
|
|
2015
Q1 | $1.56M | Sell |
21,815
-3,073
| -12% | -$220K | 0.72% | 18 |
|
|
2014
Q4 | $1.79M | Hold |
24,888
| – | – | 0.89% | 15 |
|
|
2014
Q3 | $1.71M | Hold |
24,888
| – | – | 0.81% | 16 |
|
|
2014
Q2 | $1.7M | Hold |
24,888
| – | – | 0.77% | 18 |
|
|
2014
Q1 | $1.63M | Sell |
24,888
-78
| -0.3% | -$5.11K | 0.83% | 18 |
|
|
2013
Q4 | $1.61M | Hold |
24,966
| – | – | 0.86% | 21 |
|
|
2013
Q3 | $1.46M | Hold |
24,966
| – | – | 0.92% | 23 |
|
|
2013
Q2 | $1.4M | Buy |
+24,966
| New | +$1.4M | 1.03% | 20 |
|