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Alterna Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Alterna Wealth Management’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
2025
Q1 		– Sell
-5,058
Closed -$309K – 112
2024
Q4 		$309K Buy
+5,058
New +$313K 0.26% 71

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PAG
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Morgan Stanley
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $2.64B AUM 16.75% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alterna Wealth Management's EPS Position: Q1 2025 in Review

Alterna Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2025, closing a stake of 5,058 shares — an estimated $309K sold.

Alterna Wealth Management first reported a position in EPS in Q4 2024 and held it in 1 quarter. The position peaked at $309K in Q4 2024. 147 funds tracked by Wall St. Rank hold EPS as of Q1 2025.

  • Alterna Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2025 after selling out during the quarter.
  • Alterna Wealth Management sold 5,058 WisdomTree US LargeCap Fund shares in Q1 2025, an estimated $309K.
  • Alterna Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2024 and held it in 1 quarter.
  • Alterna Wealth Management's WisdomTree US LargeCap Fund position peaked at $309K in Q4 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2025.

Based on Alterna Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.