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American Portfolios Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

American Portfolios Advisors’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
Q1 		– Sell
-301
Closed -$15.2K – 3607
2021
Q4 		$15.2K Buy
+301
New +$14.7K ﹤0.01% 2437

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Portfolios Advisors's EPS Position: Q1 2022 in Review

American Portfolios Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2022, closing a stake of 301 shares — an estimated $15.2K sold.

American Portfolios Advisors first reported a position in EPS in Q4 2021 and held it in 1 quarter. The position peaked at $15.2K in Q4 2021. 92 funds tracked by Wall St. Rank hold EPS as of Q1 2022.

  • American Portfolios Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2022 after selling out during the quarter.
  • American Portfolios Advisors sold 301 WisdomTree US LargeCap Fund shares in Q1 2022, an estimated $15.2K.
  • American Portfolios Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 1 quarter.
  • American Portfolios Advisors's WisdomTree US LargeCap Fund position peaked at $15.2K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2022.

Based on American Portfolios Advisors's 13F filing for Q1 2022, filed 21 Mar 2023.