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Avantax Advisory Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

Avantax Advisory Services’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
Q2 		$6.61M Sell
103,286
-338
-0.3% -$20.2K 0.04% 364
2025
Q1 		$6.14M Buy
103,624
+12,677
+14% +$784K 0.04% 355
2024
Q4 		$5.56M Buy
90,947
+899
+1% +$55.6K 0.03% 367
2024
Q3 		$5.41M Sell
90,048
-3,000
-3% -$174K 0.04% 372
2024
Q2 		$5.29M Sell
93,048
-1,982
-2% -$109K 0.04% 351
2024
Q1 		$5.26M Sell
95,030
-237
-0.2% -$12.4K 0.05% 297
2023
Q4 		$4.77M Sell
95,267
-4,602
-5% -$217K 0.05% 292
2023
Q3 		$4.57M Sell
99,869
-4,698
-4% -$222K 0.05% 276
2023
Q2 		$4.88M Sell
104,567
-1,200
-1% -$53.6K 0.06% 258
2023
Q1 		$4.62M Buy
105,767
+787
+0.7% +$34K 0.06% 259
2022
Q4 		$4.37M Sell
104,980
-2,006
-2% -$83.5K 0.06% 248
2022
Q3 		$4.11M Sell
106,986
-5,228
-5% -$223K 0.06% 235
2022
Q2 		$4.58M Sell
112,214
-4,122
-4% -$182K 0.07% 213
2022
Q1 		$5.63M Sell
116,336
-3,458
-3% -$166K 0.08% 184
2021
Q4 		$6.03M Buy
119,794
+2,241
+2% +$109K 0.09% 162
2021
Q3 		$5.4M Sell
117,553
-9,832
-8% -$466K 0.09% 169
2021
Q2 		$5.88M Buy
127,385
+802
+0.6% +$36.5K 0.11% 150
2021
Q1 		$5.49M Buy
126,583
+1,104
+0.9% +$46K 0.12% 140
2020
Q4 		$5.04M Sell
125,479
-65,920
-34% -$2.5M 0.12% 131
2020
Q3 		$6.78M Buy
191,399
+49,650
+35% +$1.75M 0.11% 158
2020
Q2 		$4.7M Buy
141,749
+2,641
+2% +$83.8K 0.14% 120
2020
Q1 		$3.91M Buy
139,108
+1,410
+1% +$48.1K 0.12% 122
2019
Q4 		$5.05M Buy
+137,698
New +$4.82M 0.12% 116
2019
Q2 		– Sell
-6,462
Closed -$205K – 527
2019
Q1 		$205K Buy
+6,462
New +$199K 0.01% 457

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
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
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Avantax Advisory Services's EPS Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree US LargeCap Fund (EPS) stake by 0.33% in Q2 2025, selling an estimated $20.2K and leaving 103,286 shares worth $6.61M. The position accounts for 0.04% of the portfolio, ranked #364.

Avantax Advisory Services first reported a position in EPS in Q1 2019 and has held it in 24 quarters since. The position peaked at $6.78M in Q3 2020. 148 funds tracked by Wall St. Rank hold EPS as of Q2 2025.

  • Avantax Advisory Services held 103,286 shares of WisdomTree US LargeCap Fund worth $6.61M as of Q2 2025.
  • Avantax Advisory Services sold 338 WisdomTree US LargeCap Fund shares in Q2 2025, an estimated $20.2K.
  • WisdomTree US LargeCap Fund made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #364 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US LargeCap Fund in Q1 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's WisdomTree US LargeCap Fund position peaked at $6.78M in Q3 2020.
  • 148 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.