WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $1.14M | Buy |
40,869
+8,424
| +26% | +$234K | 0.26% | 100 |
|
|
2017
Q1 | $881K | Sell |
32,445
-11,418
| -26% | -$310K | 0.23% | 100 |
|
|
2016
Q4 | $1.13M | Sell |
43,863
-3,054
| -7% | -$78.7K | 0.28% | 95 |
|
|
2016
Q3 | $1.14M | Sell |
46,917
-2,094
| -4% | -$50.8K | 0.28% | 89 |
|
|
2016
Q2 | $1.14M | Sell |
49,011
-1,215
| -2% | -$28.2K | 0.3% | 85 |
|
|
2016
Q1 | $1.17M | Buy |
50,226
+222
| +0.4% | +$5.16K | 0.34% | 73 |
|
|
2015
Q4 | $1.16M | Buy |
50,004
+348
| +0.7% | +$8.05K | 0.35% | 69 |
|
|
2015
Q3 | $1.08M | Buy |
49,656
+3,135
| +7% | +$68.4K | 0.34% | 68 |
|
|
2015
Q2 | $1.11M | Sell |
46,521
-2,538
| -5% | -$60.4K | 0.31% | 72 |
|
|
2015
Q1 | $1.17M | Sell |
49,059
-1,917
| -4% | -$45.8K | 0.33% | 62 |
|
|
2014
Q4 | $1.22M | Sell |
50,976
-150
| -0.3% | -$3.6K | 0.25% | 87 |
|
|
2014
Q3 | $1.17M | Buy |
51,126
+384
| +0.8% | +$8.82K | 0.22% | 100 |
|
|
2014
Q2 | $1.15M | Buy |
50,742
+381
| +0.8% | +$8.67K | 0.22% | 108 |
|
|
2014
Q1 | $1.1M | Buy |
50,361
+2,367
| +5% | +$51.7K | 0.22% | 107 |
|
|
2013
Q4 | $1.03M | Buy |
47,994
+2,151
| +5% | +$46.2K | 0.15% | 164 |
|
|
2013
Q3 | $896K | Buy |
45,843
+6,063
| +15% | +$119K | 0.14% | 173 |
|
|
2013
Q2 | $746K | Buy |
+39,780
| New | +$746K | 0.12% | 193 |
|