CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q2 		– Sell
-676
Closed -$33K – 4982
2022
Q1 		$33K Hold
676
– – ﹤0.01% 3071
2021
Q4 		$34K Buy
+676
New +$33K ﹤0.01% 2940

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DLIC
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CA
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BFG
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AWM
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CAPTRUST Financial Advisors's EPS Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2022, closing a stake of 676 shares — an estimated $33K sold.

CAPTRUST Financial Advisors first reported a position in EPS in Q4 2021 and held it in 2 quarters. The position peaked at $34K in Q4 2021. 97 funds tracked by Wall St. Rank hold EPS as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 676 WisdomTree US LargeCap Fund shares in Q2 2022, an estimated $33K.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's WisdomTree US LargeCap Fund position peaked at $34K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.