RMR Wealth Builders’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
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|
2025
Q4 | $224K | Sell |
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|
2025
Q3 | $219K | Sell |
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|
2025
Q2 | $204K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $205K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $201K | Sell |
|
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $221K | Buy |
|
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|
2021
Q2 | – | Sell |
|
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|
2021
Q1 | $129K | Buy |
|