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Brighton Jones LLC’s WisdomTree US LargeCap Fund EPS Stock Holding History

Brighton Jones LLC’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
2024
Q1 		– Sell
-5,079
Closed -$255K – 636
2023
Q4 		$255K Buy
+5,079
New +$240K 0.01% 476

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TFG
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Brighton Jones LLC's EPS Position: Q1 2024 in Review

Brighton Jones LLC sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2024, closing a stake of 5,079 shares — an estimated $255K sold.

Brighton Jones LLC first reported a position in EPS in Q4 2023 and held it in 1 quarter. The position peaked at $255K in Q4 2023. 111 funds tracked by Wall St. Rank hold EPS as of Q1 2024.

  • Brighton Jones LLC reported no remaining WisdomTree US LargeCap Fund position as of Q1 2024 after selling out during the quarter.
  • Brighton Jones LLC sold 5,079 WisdomTree US LargeCap Fund shares in Q1 2024, an estimated $255K.
  • Brighton Jones LLC first reported a position in WisdomTree US LargeCap Fund in Q4 2023 and held it in 1 quarter.
  • Brighton Jones LLC's WisdomTree US LargeCap Fund position peaked at $255K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2024.

Based on Brighton Jones LLC's 13F filing for Q1 2024, filed 9 May 2024.