Redwood Financial Network’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 | $460K | Hold |
7,191
| – | – | 0.31% | 100 |
|
|
2025
Q1 | $426K | Hold |
7,191
| – | – | 0.32% | 98 |
|
|
2024
Q4 | $440K | Hold |
7,191
| – | – | 0.33% | 92 |
|
|
2024
Q3 | $432K | Sell |
7,191
-411
| -5% | -$24.7K | 0.34% | 95 |
|
|
2024
Q2 | $432K | Sell |
7,602
-319
| -4% | -$18.1K | 0.36% | 91 |
|
|
2024
Q1 | $439K | Sell |
7,921
-3,385
| -30% | -$188K | 0.38% | 83 |
|
|
2023
Q4 | $567K | Sell |
11,306
-1,090
| -9% | -$54.6K | 0.55% | 59 |
|
|
2023
Q3 | $567K | Sell |
12,396
-516
| -4% | -$23.6K | 0.6% | 54 |
|
|
2023
Q2 | $603K | Sell |
12,912
-214
| -2% | -$10K | 0.57% | 57 |
|
|
2023
Q1 | $574K | Buy |
13,126
+2
| +0% | +$87 | 0.58% | 57 |
|
|
2022
Q4 | $546K | Buy |
13,124
+3
| +0% | +$125 | 0.62% | 57 |
|
|
2022
Q3 | $504K | Buy |
13,121
+3
| +0% | +$115 | 0.58% | 62 |
|
|
2022
Q2 | $535K | Buy |
13,118
+2
| +0% | +$82 | 0.58% | 61 |
|
|
2022
Q1 | $634K | Buy |
+13,116
| New | +$634K | 0.59% | 60 |
|