Westwood Holdings Group’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 | $352K | Hold |
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|
2025
Q2 | $327K | Hold |
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|
2025
Q1 | $303K | Hold |
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|
2024
Q4 | $313K | Hold |
|
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|
2024
Q3 | $307K | Hold |
|
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|
2024
Q2 | $291K | Hold |
|
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|
2024
Q1 | $283K | Hold |
|
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $239K | Hold |
|
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $213K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $247K | Hold |
|
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|
2021
Q4 | $257K | Hold |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $205K | Buy |
|