Team Financial Group’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 | $28.9M | Buy |
451,840
+25,403
| +6% | +$1.63M | 14.22% | 2 |
|
|
2025
Q1 | $25.3M | Sell |
426,437
-6,820
| -2% | -$404K | 14.59% | 2 |
|
|
2024
Q4 | $26.5M | Buy |
433,257
+4,758
| +1% | +$291K | 15.2% | 2 |
|
|
2024
Q3 | $25.7M | Buy |
428,499
+7,421
| +2% | +$446K | 15.3% | 2 |
|
|
2024
Q2 | $24M | Buy |
421,078
+16,095
| +4% | +$915K | 15.39% | 2 |
|
|
2024
Q1 | $22.4M | Sell |
404,983
-5,376
| -1% | -$298K | 15.1% | 2 |
|
|
2023
Q4 | $20.6M | Buy |
410,359
+13,722
| +3% | +$688K | 14.76% | 2 |
|
|
2023
Q3 | $18.1M | Buy |
+396,637
| New | +$18.1M | 14.99% | 1 |
|