Redwood Financial Network’s WisdomTree US LargeCap Fund EPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Sell |
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|
2025
Q2 | $460K | Hold |
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|
2025
Q1 | $426K | Hold |
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|
2024
Q4 | $440K | Hold |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $432K | Sell |
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|
2024
Q1 | $439K | Sell |
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|
2023
Q4 | $567K | Sell |
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|
2023
Q3 | $567K | Sell |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $574K | Buy |
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|
2022
Q4 | $546K | Buy |
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|
2022
Q3 | $504K | Buy |
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|
2022
Q2 | $535K | Buy |
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|
2022
Q1 | $634K | Buy |
|