SAM
Smartleaf Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.44K | Buy |
132
+3
| +2% | +$192 | ﹤0.01% | 1883 |
|
|
2025
Q1 | $7.59K | Buy |
129
+25
| +24% | +$1.47K | ﹤0.01% | 2033 |
|
|
2024
Q4 | $6.44K | Hold |
104
| – | – | ﹤0.01% | 2160 |
|
|
2024
Q3 | $6.27K | Sell |
104
-129
| -55% | -$7.78K | ﹤0.01% | 2013 |
|
|
2024
Q2 | $13.3K | Sell |
233
-36
| -13% | -$2.05K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $14.9K | Sell |
269
-60,117
| -100% | -$3.32M | ﹤0.01% | 912 |
|
|
2023
Q4 | $3.03M | Buy |
+60,386
| New | +$3.03M | 0.81% | 25 |
|