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

Avior 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
2023 Q4	–	Sell	-2,059	Closed	-$94.2K	–	1571
2023 Q3	$94.2K	Sell	2,059 -132	-6%	-$6.24K	0.01%	635
2023 Q2	$102K	Sell	2,191 -4,591	-68%	-$205K	0.01%	623
2023 Q1	$297K	Buy	+6,782	New	+$293K	0.02%	453

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Avior Wealth Management's EPS Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2023, closing a stake of 2,059 shares — an estimated $94.2K sold.

Avior Wealth Management first reported a position in EPS in Q1 2023 and held it in 3 quarters. The position peaked at $297K in Q1 2023. 110 funds tracked by Wall St. Rank hold EPS as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 2,059 WisdomTree US LargeCap Fund shares in Q4 2023, an estimated $94.2K.
Avior Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's WisdomTree US LargeCap Fund position peaked at $297K in Q1 2023.
110 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.