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

Other funds holding EPS

PWS

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

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

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

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

Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return

GWAG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TFG

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

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

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

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.