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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

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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.