ORG 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
$686K Sell
10,703
-359
-3% -$23K 0.15% 132
2025
Q1
$657K Buy
11,062
+7,406
+203% +$440K 0.16% 119
2024
Q4
$224K Buy
+3,656
New +$224K 0.03% 302