Parsons Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $628K | Sell |
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|
2025
Q2 | $604K | Sell |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $625K | Hold |
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|
2024
Q2 | $592K | Sell |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $405K | Sell |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $389K | Hold |
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|
2022
Q1 | $462K | Hold |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $434K | Sell |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $364K | Buy |
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|
2020
Q3 | $314K | Buy |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $253K | Hold |
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|
2018
Q2 | $237K | Sell |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $237K | Buy |
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|
2017
Q3 | $220K | Sell |
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|
2017
Q2 | $214K | Sell |
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|
2017
Q1 | $212K | Sell |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $205K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $216K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $224K | Hold |
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|
2015
Q1 | $225K | Buy |
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|
2014
Q4 | $207K | Buy |
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