RFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.16M | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.15M | Sell |
|
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.27M | Sell |
|
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|
2022
Q2 | $1.45M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.41M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $921K | Buy |
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|
2020
Q2 | $822K | Buy |
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|
2020
Q1 | $595K | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $1.02M | Buy |
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|
2019
Q1 | $864K | Buy |
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|
2018
Q4 | $560K | Sell |
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|
2018
Q3 | $724K | Buy |
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|
2018
Q2 | $527K | Buy |
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