Perennial Investment Advisors’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	–	Sell	-14,066	Closed	-$834K	–	457
2025 Q1	$834K	Buy	14,066 +1,568	+13%	+$93K	0.09%	183
2024 Q4	$765K	Buy	+12,498	New	+$765K	0.09%	179