Westwood Holdings Group’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 | $327K | Hold |
5,113
| – | – | ﹤0.01% | 410 |
|
|
2025
Q1 | $303K | Hold |
5,113
| – | – | ﹤0.01% | 433 |
|
|
2024
Q4 | $313K | Hold |
5,113
| – | – | ﹤0.01% | 445 |
|
|
2024
Q3 | $307K | Hold |
5,113
| – | – | ﹤0.01% | 438 |
|
|
2024
Q2 | $291K | Hold |
5,113
| – | – | ﹤0.01% | 420 |
|
|
2024
Q1 | $283K | Hold |
5,113
| – | – | ﹤0.01% | 434 |
|
|
2023
Q4 | $256K | Hold |
5,113
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $234K | Hold |
5,113
| – | – | ﹤0.01% | 430 |
|
|
2023
Q2 | $239K | Hold |
5,113
| – | – | ﹤0.01% | 459 |
|
|
2023
Q1 | $224K | Hold |
5,113
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $213K | Buy |
+5,113
| New | +$213K | ﹤0.01% | 487 |
|
|
2022
Q3 | – | Sell |
-5,113
| Closed | -$209K | – | 456 |
|
|
2022
Q2 | $209K | Hold |
5,113
| – | – | ﹤0.01% | 439 |
|
|
2022
Q1 | $247K | Hold |
5,113
| – | – | ﹤0.01% | 428 |
|
|
2021
Q4 | $257K | Hold |
5,113
| – | – | ﹤0.01% | 421 |
|
|
2021
Q3 | $235K | Hold |
5,113
| – | – | ﹤0.01% | 411 |
|
|
2021
Q2 | $236K | Hold |
5,113
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $222K | Hold |
5,113
| – | – | ﹤0.01% | 443 |
|
|
2020
Q4 | $205K | Buy |
+5,113
| New | +$205K | ﹤0.01% | 423 |
|