SIC
SJS Investment Consulting’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
1,726
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $102K | Hold |
1,726
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $106K | Hold |
1,726
| – | – | 0.02% | 130 |
|
|
2024
Q3 | $104K | Hold |
1,726
| – | – | 0.02% | 133 |
|
|
2024
Q2 | $98.2K | Hold |
1,726
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $95.6K | Sell |
1,726
-20
| -1% | -$1.11K | 0.02% | 132 |
|
|
2023
Q4 | $87.5K | Hold |
1,746
| – | – | 0.02% | 131 |
|
|
2023
Q3 | $79.9K | Hold |
1,746
| – | – | 0.02% | 129 |
|
|
2023
Q2 | $81.6K | Hold |
1,746
| – | – | 0.02% | 124 |
|
|
2023
Q1 | $76.3K | Hold |
1,746
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $72.6K | Hold |
1,746
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $67K | Buy |
+1,746
| New | +$67K | 0.02% | 137 |
|
|
2022
Q1 | $84K | Hold |
1,746
| – | – | 0.03% | 137 |
|
|
2021
Q4 | $88K | Buy |
+1,746
| New | +$88K | 0.03% | 133 |
|