Simplex Trading’s WISDOMTREE LARGECAP GROWTH FUND ROI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $194K | Buy |
+3,700
| New | +$194K | ﹤0.01% | 4340 |
|
|
2025
Q4 | – | Sell |
-300
| Closed | -$26K | – | 10495 |
|
|
2025
Q3 | $26K | Buy |
300
+200
| +200% | +$17.3K | ﹤0.01% | 7116 |
|
|
2025
Q2 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 7512 |
|
|
2024
Q4 | – | Sell |
-700
| Closed | -$26K | – | 9993 |
|
|
2024
Q3 | $26K | Sell |
700
-1,400
| -67% | -$52K | ﹤0.01% | 6485 |
|
|
2024
Q2 | $94K | Buy |
2,100
+1,800
| +600% | +$80.6K | ﹤0.01% | 5444 |
|
|
2024
Q1 | $19K | Buy |
+300
| New | +$19K | ﹤0.01% | 7151 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$7K | – | 10309 |
|
|
2023
Q3 | $7K | Sell |
200
-100
| -33% | -$3.5K | ﹤0.01% | 7493 |
|
|
2023
Q2 | $24K | Hold |
300
| – | – | ﹤0.01% | 6613 |
|
|
2023
Q1 | $24K | Buy |
300
+200
| +200% | +$16K | ﹤0.01% | 6751 |
|
|
2022
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 8015 |
|
|
2022
Q3 | – | Sell |
-2,500
| Closed | -$163K | – | 11544 |
|
|
2022
Q2 | $163K | Buy |
2,500
+2,200
| +733% | +$143K | ﹤0.01% | 4894 |
|
|
2022
Q1 | $22K | Sell |
300
-700
| -70% | -$51.3K | ﹤0.01% | 8186 |
|
|
2021
Q4 | $80K | Sell |
1,000
-500
| -33% | -$40K | ﹤0.01% | 6594 |
|
|
2021
Q3 | $114K | Hold |
1,500
| – | – | ﹤0.01% | 6444 |
|
|
2021
Q2 | $114K | Buy |
1,500
+1,472
| +5,257% | +$112K | ﹤0.01% | 6546 |
|
|
2021
Q1 | $152K | Buy |
28
+11
| +65% | +$59.7K | ﹤0.01% | 5170 |
|
|
2020
Q4 | $86K | Sell |
17
-1
| -6% | -$5.06K | ﹤0.01% | 5608 |
|
|
2020
Q3 | $51K | Buy |
18
+14
| +350% | +$39.7K | ﹤0.01% | 5595 |
|
|
2020
Q2 | $24K | Buy |
4
+1
| +33% | +$6K | ﹤0.01% | 6092 |
|
|
2020
Q1 | $15K | Sell |
3
-8
| -73% | -$40K | ﹤0.01% | 6209 |
|
|
2019
Q4 | $77K | Buy |
11
+7
| +175% | +$49K | ﹤0.01% | 4793 |
|
|
2019
Q3 | $26K | Hold |
4
| – | – | ﹤0.01% | 5631 |
|
|
2019
Q2 | $26K | Buy |
4
+1
| +33% | +$6.5K | ﹤0.01% | 5418 |
|
|
2019
Q1 | $19K | Sell |
3
-4
| -57% | -$25.3K | ﹤0.01% | 5768 |
|
|
2018
Q4 | $39K | Sell |
7
-37
| -84% | -$206K | ﹤0.01% | 4782 |
|
|
2018
Q3 | $278K | Sell |
44
-103
| -70% | -$651K | ﹤0.01% | 3273 |
|
|
2018
Q2 | $928K | Sell |
147
-23
| -14% | -$145K | ﹤0.01% | 1863 |
|
|
2018
Q1 | $4K | Buy |
170
+136
| +400% | +$3.2K | ﹤0.01% | 4918 |
|
|
2017
Q4 | $4K | Sell |
34
-6
| -15% | -$706 | ﹤0.01% | 4829 |
|
|
2017
Q3 | $17K | Sell |
40
-70
| -64% | -$29.8K | ﹤0.01% | 3339 |
|
|
2017
Q2 | $15K | Sell |
110
-83
| -43% | -$11.3K | ﹤0.01% | 3627 |
|
|
2017
Q1 | $66K | Sell |
193
-451
| -70% | -$154K | ﹤0.01% | 2115 |
|
|
2016
Q4 | $53K | Sell |
644
-320
| -33% | -$26.3K | ﹤0.01% | 2111 |
|
|
2016
Q3 | $98K | Buy |
964
+57
| +6% | +$5.79K | 0.01% | 1550 |
|
|
2016
Q2 | $87K | Sell |
907
-128
| -12% | -$12.3K | 0.01% | 1587 |
|
|
2016
Q1 | $178K | Buy |
1,035
+185
| +22% | +$31.8K | 0.01% | 945 |
|
|
2015
Q4 | $53K | Buy |
850
+550
| +183% | +$34.3K | ﹤0.01% | 1875 |
|
|
2015
Q3 | $41K | Buy |
300
+226
| +305% | +$30.9K | ﹤0.01% | 2152 |
|
|
2015
Q2 | $4K | Buy |
74
+73
| +7,300% | +$3.95K | ﹤0.01% | 3961 |
|
|
2015
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 4840 |
|