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OneAscent Financial Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

OneAscent Financial Services’s Portfolio EPS Stock Details EPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,540
Closed -$251K – 205
2022
Q3 		$251K Buy
6,540
+560
+9% +$21.5K 0.1% 151
2022
Q2 		$244K Buy
+5,980
New +$244K 0.11% 180