NorthRock Partners’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
2025
Q2
$162K Sell
2,531
-53
-2% -$3.39K ﹤0.01% 669
2025
Q1
$153K Buy
2,584
+53
+2% +$3.14K 0.01% 588
2024
Q4
$155K Hold
2,531
0.01% 582
2024
Q3
$152K Buy
+2,531
New +$152K 0.01% 620