Prime Capital 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 | $3.58M | Sell |
56,000
-2,767
| -5% | -$177K | 0.05% | 246 |
|
|
2025
Q1 | $3.48M | Sell |
58,767
-3,413
| -5% | -$202K | 0.04% | 281 |
|
|
2024
Q4 | $3.8M | Sell |
62,180
-1,836
| -3% | -$112K | 0.06% | 226 |
|
|
2024
Q3 | $3.84M | Sell |
64,016
-40
| -0.1% | -$2.4K | 0.05% | 236 |
|
|
2024
Q2 | $3.64M | Sell |
64,056
-1,220
| -2% | -$69.4K | 0.05% | 232 |
|
|
2024
Q1 | $3.62M | Sell |
65,276
-1,595
| -2% | -$88.4K | 0.05% | 244 |
|
|
2023
Q4 | $3.35M | Sell |
66,871
-74
| -0.1% | -$3.71K | 0.05% | 256 |
|
|
2023
Q3 | $3.06M | Sell |
66,945
-247
| -0.4% | -$11.3K | 0.06% | 211 |
|
|
2023
Q2 | $3.14M | Buy |
+67,192
| New | +$3.14M | 0.06% | 221 |
|
|
2023
Q1 | – | Sell |
-69,696
| Closed | -$2.9M | – | 573 |
|
|
2022
Q4 | $2.9M | Buy |
+69,696
| New | +$2.9M | 0.11% | 141 |
|