Secured Retirement 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 | $241K | Sell |
3,759
-1,230
| -25% | -$78.7K | 0.14% | 106 |
|
|
2025
Q1 | $296K | Sell |
4,989
-280
| -5% | -$16.6K | 0.19% | 103 |
|
|
2024
Q4 | $322K | Sell |
5,269
-623
| -11% | -$38.1K | 0.18% | 116 |
|
|
2024
Q3 | $354K | Sell |
5,892
-463
| -7% | -$27.8K | 0.25% | 86 |
|
|
2024
Q2 | $361K | Sell |
6,355
-251
| -4% | -$14.3K | 0.28% | 83 |
|
|
2024
Q1 | $366K | Hold |
6,606
| – | – | 0.31% | 83 |
|
|
2023
Q4 | $331K | Buy |
+6,606
| New | +$331K | 0.32% | 80 |
|