Vista Investment Management’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 | $5.31M | Buy |
82,899
+740
| +0.9% | +$47.4K | 1.97% | 11 |
|
|
2025
Q1 | $4.87M | Buy |
82,159
+576
| +0.7% | +$34.1K | 1.9% | 11 |
|
|
2024
Q4 | $4.99M | Buy |
81,583
+112
| +0.1% | +$6.85K | 1.89% | 11 |
|
|
2024
Q3 | $4.89M | Buy |
81,471
+753
| +0.9% | +$45.2K | 1.84% | 12 |
|
|
2024
Q2 | $4.59M | Buy |
80,718
+1,984
| +3% | +$113K | 1.86% | 11 |
|
|
2024
Q1 | $4.36M | Sell |
78,734
-372
| -0.5% | -$20.6K | 1.78% | 12 |
|
|
2023
Q4 | $3.96M | Buy |
79,106
+1,973
| +3% | +$98.9K | 1.84% | 11 |
|
|
2023
Q3 | $3.53M | Buy |
77,133
+48
| +0.1% | +$2.2K | 1.85% | 10 |
|
|
2023
Q2 | $3.6M | Buy |
77,085
+389
| +0.5% | +$18.2K | 1.82% | 9 |
|
|
2023
Q1 | $3.35M | Buy |
76,696
+798
| +1% | +$34.9K | 1.77% | 10 |
|
|
2022
Q4 | $3.16M | Buy |
75,898
+2,545
| +3% | +$106K | 1.8% | 11 |
|
|
2022
Q3 | $2.82M | Buy |
73,353
+3,869
| +6% | +$149K | 1.73% | 12 |
|
|
2022
Q2 | $2.84M | Buy |
69,484
+7,328
| +12% | +$299K | 1.71% | 12 |
|
|
2022
Q1 | $3.01M | Buy |
+62,156
| New | +$3.01M | 1.65% | 12 |
|