Stifel Financial’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 | $774K | Sell |
12,086
-106
| -0.9% | -$6.79K | ﹤0.01% | 2506 |
|
|
2025
Q1 | $723K | Sell |
12,192
-29
| -0.2% | -$1.72K | ﹤0.01% | 2438 |
|
|
2024
Q4 | $748K | Sell |
12,221
-79
| -0.6% | -$4.83K | ﹤0.01% | 2434 |
|
|
2024
Q3 | $739K | Sell |
12,300
-25
| -0.2% | -$1.5K | ﹤0.01% | 2429 |
|
|
2024
Q2 | $701K | Buy |
12,325
+67
| +0.5% | +$3.81K | ﹤0.01% | 2400 |
|
|
2024
Q1 | $679K | Sell |
12,258
-155
| -1% | -$8.59K | ﹤0.01% | 2430 |
|
|
2023
Q4 | $622K | Sell |
12,413
-571
| -4% | -$28.6K | ﹤0.01% | 2450 |
|
|
2023
Q3 | $594K | Buy |
12,984
+644
| +5% | +$29.5K | ﹤0.01% | 2398 |
|
|
2023
Q2 | $576K | Buy |
12,340
+477
| +4% | +$22.3K | ﹤0.01% | 2435 |
|
|
2023
Q1 | $519K | Sell |
11,863
-6,500
| -35% | -$284K | ﹤0.01% | 2495 |
|
|
2022
Q4 | $764K | Sell |
18,363
-5,816
| -24% | -$242K | ﹤0.01% | 2203 |
|
|
2022
Q3 | $928K | Buy |
24,179
+17,313
| +252% | +$664K | ﹤0.01% | 2019 |
|
|
2022
Q2 | $280K | Sell |
6,866
-11,731
| -63% | -$478K | ﹤0.01% | 2791 |
|
|
2022
Q1 | $899K | Sell |
18,597
-773
| -4% | -$37.4K | ﹤0.01% | 2194 |
|
|
2021
Q4 | $975K | Sell |
19,370
-2,139
| -10% | -$108K | ﹤0.01% | 2153 |
|
|
2021
Q3 | $989K | Buy |
21,509
+16
| +0.1% | +$736 | ﹤0.01% | 2114 |
|
|
2021
Q2 | $993K | Sell |
21,493
-45
| -0.2% | -$2.08K | ﹤0.01% | 2103 |
|
|
2021
Q1 | $934K | Buy |
21,538
+7,008
| +48% | +$304K | ﹤0.01% | 2033 |
|
|
2020
Q4 | $584K | Buy |
+14,530
| New | +$584K | ﹤0.01% | 2227 |
|