Win 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 | $8.97M | Buy |
+140,061
| New | +$8.97M | 4.32% | 8 |
|
|
2024
Q4 | – | Sell |
-29,144
| Closed | -$1.75M | – | 61 |
|
|
2024
Q3 | $1.75M | Buy |
+29,144
| New | +$1.75M | 0.82% | 30 |
|
|
2024
Q2 | – | Sell |
-22,505
| Closed | -$1.25M | – | 55 |
|
|
2024
Q1 | $1.25M | Buy |
+22,505
| New | +$1.25M | 0.55% | 30 |
|
|
2023
Q1 | – | Sell |
-1,163
| Closed | -$48.4K | – | 66 |
|
|
2022
Q4 | $48.4K | Sell |
1,163
-262
| -18% | -$10.9K | 0.02% | 37 |
|
|
2022
Q3 | $55K | Sell |
1,425
-920
| -39% | -$35.5K | 0.02% | 25 |
|
|
2022
Q2 | $97K | Sell |
2,345
-1,524
| -39% | -$63K | 0.19% | 31 |
|
|
2022
Q1 | $187K | Sell |
3,869
-354,384
| -99% | -$17.1M | 0.05% | 53 |
|
|
2021
Q4 | $18M | Buy |
+358,253
| New | +$18M | 4.13% | 11 |
|