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Benjamin F. Edwards & Company’s WisdomTree US LargeCap Fund EPS Stock Holding History

Benjamin F. Edwards & Company’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
2020
Q2 		– Sell
-1,968
Closed -$55K – 1698
2020
Q1 		$55K Sell
1,968
-10,589
-84% -$361K ﹤0.01% 831
2019
Q4 		$461K Buy
+12,557
New +$440K 0.03% 401

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22CM
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Bank of America
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RVPG
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SS
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Benjamin F. Edwards & Company's EPS Position: Q2 2020 in Review

Benjamin F. Edwards & Company sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2020, closing a stake of 1,968 shares — an estimated $55K sold.

Benjamin F. Edwards & Company first reported a position in EPS in Q4 2019 and held it in 2 quarters. The position peaked at $461K in Q4 2019. 60 funds tracked by Wall St. Rank hold EPS as of Q2 2020.

  • Benjamin F. Edwards & Company reported no remaining WisdomTree US LargeCap Fund position as of Q2 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,968 WisdomTree US LargeCap Fund shares in Q2 2020, an estimated $55K.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's WisdomTree US LargeCap Fund position peaked at $461K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2020.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2020, filed 14 Aug 2020.