PSI 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 |
-29
| Closed | -$1.72K | – | 267 |
|
|
2025
Q1 | $1.72K | Hold |
29
| – | – | ﹤0.01% | 610 |
|
|
2024
Q4 | $1.77K | Hold |
29
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $1.74K | Hold |
29
| – | – | ﹤0.01% | 756 |
|
|
2024
Q2 | $1.65K | Hold |
29
| – | – | ﹤0.01% | 738 |
|
|
2024
Q1 | $1.61K | Hold |
29
| – | – | ﹤0.01% | 679 |
|
|
2023
Q4 | $1.45K | Hold |
29
| – | – | ﹤0.01% | 740 |
|
|
2023
Q3 | $1.33K | Hold |
29
| – | – | ﹤0.01% | 713 |
|
|
2023
Q2 | $1.36K | Hold |
29
| – | – | ﹤0.01% | 691 |
|
|
2023
Q1 | $1.27K | Hold |
29
| – | – | ﹤0.01% | 646 |
|
|
2022
Q4 | $1.21K | Sell |
29
-254
| -90% | -$10.6K | ﹤0.01% | 646 |
|
|
2022
Q3 | $11K | Sell |
283
-460
| -62% | -$17.9K | 0.01% | 413 |
|
|
2022
Q2 | $31K | Sell |
743
-5,055
| -87% | -$211K | 0.02% | 299 |
|
|
2022
Q1 | $281K | Sell |
5,798
-52
| -0.9% | -$2.52K | 0.12% | 115 |
|
|
2021
Q4 | $294K | Sell |
5,850
-398
| -6% | -$20K | 0.12% | 119 |
|
|
2021
Q3 | $288K | Buy |
6,248
+1,266
| +25% | +$58.4K | 0.13% | 119 |
|
|
2021
Q2 | $230K | Sell |
4,982
-42
| -0.8% | -$1.94K | 0.12% | 123 |
|
|
2021
Q1 | $217K | Sell |
5,024
-187
| -4% | -$8.08K | 0.13% | 119 |
|
|
2020
Q4 | $209K | Sell |
5,211
-1,730
| -25% | -$69.4K | 0.14% | 118 |
|
|
2020
Q3 | $245K | Sell |
6,941
-6
| -0.1% | -$212 | 0.19% | 98 |
|
|
2020
Q2 | $230K | Buy |
+6,947
| New | +$230K | 0.19% | 100 |
|
|
2020
Q1 | – | Sell |
-5,824
| Closed | -$213K | – | 249 |
|
|
2019
Q4 | $213K | Buy |
+5,824
| New | +$213K | 0.14% | 124 |
|