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55I LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History

55I LLC’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$1.93M Buy
50,182
+13,029
+35% +$556K 0.05% 190
2022
Q2 		$1.52M Buy
37,153
+21,567
+138% +$954K 0.04% 200
2022
Q1 		$754K Buy
+15,586
New +$746K 0.02% 302

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

55I LLC's EPS Position: Q3 2022 in Review

55I LLC increased its WisdomTree US LargeCap Fund (EPS) stake by 35% in Q3 2022, buying an estimated $556K and bringing the position to 50,182 shares worth $1.93M. The position accounts for 0.05% of the portfolio, ranked #190.

55I LLC first reported a position in EPS in Q1 2022 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold EPS as of Q3 2022.

  • 55I LLC held 50,182 shares of WisdomTree US LargeCap Fund worth $1.93M as of Q3 2022.
  • 55I LLC bought 13,029 WisdomTree US LargeCap Fund shares in Q3 2022, an estimated $556K.
  • WisdomTree US LargeCap Fund made up 0.05% of 55I LLC's portfolio in Q3 2022, its #190 holding.
  • 55I LLC first reported a position in WisdomTree US LargeCap Fund in Q1 2022 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.