Walkner Condon Financial Advisors’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
Q3 | $293K | Hold |
|
|||||
|
2025
Q2 | $272K | Hold |
|
|||||
|
2025
Q1 | $252K | Sell |
|
|||||
|
2024
Q4 | $268K | Sell |
|
|||||
|
2024
Q3 | $332K | Sell |
|
|||||
|
2024
Q2 | $329K | Sell |
|
|||||
|
2024
Q1 | $357K | Sell |
|
|||||
|
2023
Q4 | $342K | Hold |
|
|||||
|
2023
Q3 | $312K | Sell |
|
|||||
|
2023
Q2 | $325K | Sell |
|
|||||
|
2023
Q1 | $334K | Buy |
|
|||||
|
2022
Q4 | $316K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $228K | Sell |
|
|||||
|
2021
Q2 | $240K | Sell |
|
|||||
|
2021
Q1 | $233K | Sell |
|
|||||
|
2020
Q4 | $217K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $341K | Buy |
|