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
2026 Q1	$241K	Hold	3,545	–	–	0.03%	279
2025 Q4	$251K	Sell	3,545 -704	-17%	-$49.2K	0.03%	260
2025 Q3	$293K	Hold	4,249	–	–	0.05%	237
2025 Q2	$272K	Hold	4,249	–	–	0.05%	230
2025 Q1	$252K	Sell	4,249 -136	-3%	-$8.42K	0.05%	229
2024 Q4	$268K	Sell	4,385 -1,142	-21%	-$70.6K	0.05%	233
2024 Q3	$332K	Sell	5,527 -256	-4%	-$14.8K	0.07%	203
2024 Q2	$329K	Sell	5,783 -669	-10%	-$36.9K	0.07%	189
2024 Q1	$357K	Sell	6,452 -365	-5%	-$19.1K	0.08%	194
2023 Q4	$342K	Hold	6,817	–	–	0.08%	191
2023 Q3	$312K	Sell	6,817 -137	-2%	-$6.47K	0.08%	184
2023 Q2	$325K	Sell	6,954 -688	-9%	-$30.7K	0.09%	175
2023 Q1	$334K	Buy	7,642 +36	+0.5%	+$1.55K	0.09%	158
2022 Q4	$316K	Buy	+7,606	New	+$317K	0.09%	159
2021 Q4	–	Sell	-4,955	Closed	-$228K	–	128
2021 Q3	$228K	Sell	4,955 -256	-5%	-$12.1K	0.11%	127
2021 Q2	$240K	Sell	5,211 -168	-3%	-$7.64K	0.09%	149
2021 Q1	$233K	Sell	5,379 -23	-0.4%	-$959	0.09%	152
2020 Q4	$217K	Buy	+5,402	New	+$205K	0.09%	130
2020 Q1	–	Sell	-9,297	Closed	-$341K	–	56
2019 Q4	$341K	Buy	+9,297	New	+$325K	0.33%	49