SJS Investment Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $98.2K | Hold |
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|
2024
Q1 | $95.6K | Sell |
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|
2023
Q4 | $87.5K | Hold |
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|
2023
Q3 | $79.9K | Hold |
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|
2023
Q2 | $81.6K | Hold |
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|
2023
Q1 | $76.3K | Hold |
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|
2022
Q4 | $72.6K | Hold |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q1 | $84K | Hold |
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|
2021
Q4 | $88K | Buy |
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