Cetera Advisor Networks’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cetera Advisor Networks’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	$2.45M	Buy	44,138 +17,802	+68%	+$934K	0.01%	930
2023 Q4	$1.32M	Buy	26,336 +1,991	+8%	+$94K	0.01%	1202
2023 Q3	$1.11M	Buy	24,345 +18,324	+304%	+$866K	0.01%	1211
2023 Q2	$281K	Sell	6,021 -893	-13%	-$39.9K	﹤0.01%	2131
2023 Q1	$302K	Sell	6,914 -3,622	-34%	-$156K	﹤0.01%	2050
2022 Q4	$438K	Buy	+10,536	New	+$438K	﹤0.01%	1739
2020 Q3	–	Sell	-2,965	Closed	-$98K	–	1734
2020 Q2	$98K	Buy	+2,965	New	+$94K	﹤0.01%	1524

Other funds holding EPS

PWS

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

PAG

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

KAS

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

Cetera Advisor Networks's EPS Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US LargeCap Fund (EPS) stake by 68% in Q1 2024, buying an estimated $934K and bringing the position to 44,138 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #930.

Cetera Advisor Networks first reported a position in EPS in Q2 2020 and has held it in 7 quarters since. 111 funds tracked by Wall St. Rank hold EPS as of Q1 2024.

Cetera Advisor Networks held 44,138 shares of WisdomTree US LargeCap Fund worth $2.45M as of Q1 2024.
Cetera Advisor Networks bought 17,802 WisdomTree US LargeCap Fund shares in Q1 2024, an estimated $934K.
WisdomTree US LargeCap Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #930 holding.
Cetera Advisor Networks first reported a position in WisdomTree US LargeCap Fund in Q2 2020 and has held it in 7 quarters since.
111 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.