Patriot Financial Group Insurance Agency’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 | $1.09M | Sell |
17,066
-1,832
| -10% | -$117K | 0.13% | 192 |
|
|
2025
Q1 | $1.12M | Sell |
18,898
-4,004
| -17% | -$237K | 0.15% | 172 |
|
|
2024
Q4 | $1.4M | Sell |
22,902
-1,186
| -5% | -$72.6K | 0.19% | 121 |
|
|
2024
Q3 | $1.45M | Sell |
24,088
-212
| -0.9% | -$12.7K | 0.19% | 124 |
|
|
2024
Q2 | $1.38M | Sell |
24,300
-2,085
| -8% | -$119K | 0.2% | 113 |
|
|
2024
Q1 | $1.46M | Sell |
26,385
-2,168
| -8% | -$120K | 0.23% | 103 |
|
|
2023
Q4 | $1.43M | Sell |
28,553
-1,063
| -4% | -$53.3K | 0.27% | 84 |
|
|
2023
Q3 | $1.35M | Sell |
29,616
-646
| -2% | -$29.6K | 0.28% | 84 |
|
|
2023
Q2 | $1.41M | Sell |
30,262
-1,008
| -3% | -$47.1K | 0.27% | 87 |
|
|
2023
Q1 | $1.37M | Buy |
31,270
+505
| +2% | +$22.1K | 0.28% | 81 |
|
|
2022
Q4 | $1.28M | Buy |
30,765
+1,591
| +5% | +$66.2K | 0.17% | 75 |
|
|
2022
Q3 | $1.12M | Sell |
29,174
-30
| -0.1% | -$1.15K | 0.27% | 84 |
|
|
2022
Q2 | $1.19M | Buy |
29,204
+560
| +2% | +$22.9K | 0.24% | 87 |
|
|
2022
Q1 | $1.39M | Sell |
28,644
-514
| -2% | -$24.9K | 0.25% | 91 |
|
|
2021
Q4 | $1.42M | Buy |
29,158
+537
| +2% | +$26.1K | 0.24% | 98 |
|
|
2021
Q3 | $1.32M | Buy |
28,621
+690
| +2% | +$31.7K | 0.23% | 99 |
|
|
2021
Q2 | $1.29M | Sell |
27,931
-3,217
| -10% | -$149K | 0.24% | 101 |
|
|
2021
Q1 | $1.35M | Sell |
31,148
-17,795
| -36% | -$771K | 0.31% | 61 |
|
|
2020
Q4 | $1.97M | Sell |
48,943
-3,827
| -7% | -$154K | 0.49% | 31 |
|
|
2020
Q3 | $1.87M | Buy |
52,770
+2,148
| +4% | +$76.1K | 0.61% | 25 |
|
|
2020
Q2 | $1.68M | Sell |
50,622
-5,794
| -10% | -$192K | 0.64% | 23 |
|
|
2020
Q1 | $1.59M | Sell |
56,416
-12,460
| -18% | -$350K | 0.72% | 20 |
|
|
2019
Q4 | $2.53M | Buy |
68,876
+16,325
| +31% | +$599K | 0.95% | 15 |
|
|
2019
Q3 | $1.76M | Buy |
52,551
+5,084
| +11% | +$171K | 0.79% | 18 |
|
|
2019
Q2 | $1.58M | Buy |
47,467
+7,091
| +18% | +$235K | 0.68% | 24 |
|
|
2019
Q1 | $1.28M | Buy |
40,376
+14,433
| +56% | +$459K | 0.66% | 25 |
|
|
2018
Q4 | $732K | Buy |
25,943
+22,719
| +705% | +$641K | 0.48% | 37 |
|
|
2018
Q3 | $105K | Buy |
+3,224
| New | +$105K | 0.06% | 201 |
|