Next Financial Group’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
2021
Q4
$31K Sell
2021
Q3
$57K Sell
2021
Q2
$59K Sell
2021
Q1
$62K Buy
2020
Q4
$45K Buy
2020
Q3
$21K Buy
2020
Q2
Sell
2020
Q1
$16K Buy