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Cetera Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Cetera 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
2024
Q1 		$20.9M Buy
377,046
+92,847
+33% +$4.87M 0.16% 123
2023
Q4 		$14.2M Sell
284,199
-10,656
-4% -$503K 0.2% 109
2023
Q3 		$13.5M Sell
294,855
-10,354
-3% -$489K 0.21% 105
2023
Q2 		$14.3M Sell
305,209
-7,908
-3% -$353K 0.22% 102
2023
Q1 		$13.7M Buy
313,117
+2,325
+0.7% +$100K 0.23% 98
2022
Q4 		$12.9M Buy
310,792
+9,660
+3% +$402K 0.23% 96
2022
Q3 		$11.6M Buy
301,132
+4,310
+1% +$184K 0.31% 69
2022
Q2 		$12.1M Buy
296,822
+91,089
+44% +$4.03M 0.28% 82
2022
Q1 		$9.95M Buy
205,733
+42,079
+26% +$2.01M 0.2% 106
2021
Q4 		$8.24M Buy
163,654
+46,271
+39% +$2.26M 0.17% 125
2021
Q3 		$5.4M Buy
117,383
+104,018
+778% +$4.93M 0.11% 201
2021
Q2 		$618K Sell
13,365
-1,394
-9% -$63.4K 0.01% 730
2021
Q1 		$640K Sell
14,759
-2,777
-16% -$116K 0.02% 641
2020
Q4 		$704K Sell
17,536
-7,302
-29% -$277K 0.02% 517
2020
Q3 		$880K Sell
24,838
-14,163
-36% -$499K 0.03% 401
2020
Q2 		$1.29M Buy
39,001
+24,485
+169% +$777K 0.06% 302
2020
Q1 		$408K Buy
14,516
+4,721
+48% +$161K 0.02% 522
2019
Q4 		$361K Buy
9,795
+127
+1% +$4.45K 0.02% 648
2019
Q3 		$325K Sell
9,668
-5,014
-34% -$167K 0.01% 663
2019
Q2 		$483K Buy
+14,682
New +$476K 0.02% 569
2016
Q1 		– Sell
-13,500
Closed -$311K – 732
2015
Q4 		$311K Buy
+13,500
New +$316K 0.03% 523
2015
Q3 		– Sell
-13,515
Closed -$322K – 698
2015
Q2 		$322K Buy
+13,515
New +$328K 0.03% 493

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 $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Advisors's EPS Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 33% in Q1 2024, buying an estimated $4.87M and bringing the position to 377,046 shares worth $20.9M. The position accounts for 0.16% of the portfolio, ranked #123.

Cetera Advisors first reported a position in EPS in Q2 2015 and has held it in 22 quarters since. 111 funds tracked by Wall St. Rank hold EPS as of Q1 2024.

  • Cetera Advisors held 377,046 shares of WisdomTree US LargeCap Fund worth $20.9M as of Q1 2024.
  • Cetera Advisors bought 92,847 WisdomTree US LargeCap Fund shares in Q1 2024, an estimated $4.87M.
  • WisdomTree US LargeCap Fund made up 0.16% of Cetera Advisors's portfolio in Q1 2024, its #123 holding.
  • Cetera Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2015 and has held it in 22 quarters since.
  • 111 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2024.

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