Walkner Condon Financial Advisors’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 | $272K | Hold |
4,249
| – | – | 0.05% | 230 |
|
|
2025
Q1 | $252K | Sell |
4,249
-136
| -3% | -$8.06K | 0.05% | 229 |
|
|
2024
Q4 | $268K | Sell |
4,385
-1,142
| -21% | -$69.9K | 0.05% | 233 |
|
|
2024
Q3 | $332K | Sell |
5,527
-256
| -4% | -$15.4K | 0.07% | 203 |
|
|
2024
Q2 | $329K | Sell |
5,783
-669
| -10% | -$38.1K | 0.07% | 189 |
|
|
2024
Q1 | $357K | Sell |
6,452
-365
| -5% | -$20.2K | 0.08% | 194 |
|
|
2023
Q4 | $342K | Hold |
6,817
| – | – | 0.08% | 191 |
|
|
2023
Q3 | $312K | Sell |
6,817
-137
| -2% | -$6.27K | 0.08% | 184 |
|
|
2023
Q2 | $325K | Sell |
6,954
-688
| -9% | -$32.1K | 0.09% | 175 |
|
|
2023
Q1 | $334K | Buy |
7,642
+36
| +0.5% | +$1.57K | 0.09% | 158 |
|
|
2022
Q4 | $316K | Buy |
+7,606
| New | +$316K | 0.09% | 159 |
|
|
2021
Q4 | – | Sell |
-4,955
| Closed | -$228K | – | 128 |
|
|
2021
Q3 | $228K | Sell |
4,955
-256
| -5% | -$11.8K | 0.11% | 127 |
|
|
2021
Q2 | $240K | Sell |
5,211
-168
| -3% | -$7.74K | 0.09% | 149 |
|
|
2021
Q1 | $233K | Sell |
5,379
-23
| -0.4% | -$996 | 0.09% | 152 |
|
|
2020
Q4 | $217K | Buy |
+5,402
| New | +$217K | 0.09% | 130 |
|
|
2020
Q1 | – | Sell |
-9,297
| Closed | -$341K | – | 56 |
|
|
2019
Q4 | $341K | Buy |
+9,297
| New | +$341K | 0.33% | 49 |
|