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Cetera Investment Advisers’s
WisdomTree US LargeCap Fund
EPS
Stock Holding History
Cetera Investment Advisers’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
2026
Q1
$45M
Buy
660,022
+48,551
+8%
+$3.44M
0.05%
405
2025
Q4
$43.3M
Buy
611,471
+58,556
+11%
+$4.1M
0.05%
394
2025
Q3
$38.1M
Buy
552,915
+107,464
+24%
+$7.14M
0.04%
410
2025
Q2
$28.5M
Buy
445,451
+22,288
+5%
+$1.33M
0.05%
395
2025
Q1
$25.1M
Sell
423,163
-2,630
-0.6%
-$163K
0.05%
390
2024
Q4
$26.1M
Sell
425,793
-2,500
-0.6%
-$155K
0.05%
360
2024
Q3
$25.7M
Buy
428,293
+5,816
+1%
+$336K
0.06%
349
2024
Q2
$24M
Sell
422,477
-2,054
-0.5%
-$113K
0.06%
350
2024
Q1
$23.5M
Buy
424,531
+349,969
+469%
+$18.4M
0.06%
338
2023
Q4
$3.74M
Sell
74,562
-5,207
-7%
-$246K
0.03%
541
2023
Q3
$3.65M
Sell
79,769
-10,299
-11%
-$487K
0.03%
522
2023
Q2
$4.21M
Sell
90,068
-3,672
-4%
-$164K
0.04%
465
2023
Q1
$4.1M
Sell
93,740
-2,684
-3%
-$116K
0.04%
462
2022
Q4
$4.01M
Buy
96,424
+27,614
+40%
+$1.15M
0.04%
450
2022
Q3
$2.64M
Sell
68,810
-12,554
-15%
-$536K
0.05%
373
2022
Q2
$3.32M
Sell
81,364
-5,125
-6%
-$227K
0.05%
358
2022
Q1
$4.18M
Buy
86,489
+6,550
+8%
+$314K
0.06%
324
2021
Q4
$4.03M
Buy
79,939
+3,550
+5%
+$173K
0.06%
341
2021
Q3
$3.51M
Buy
76,389
+12,401
+19%
+$588K
0.06%
356
2021
Q2
$2.96M
Buy
63,988
+4,653
+8%
+$212K
0.05%
404
2021
Q1
$2.57M
Buy
59,335
+2,693
+5%
+$112K
0.05%
366
2020
Q4
$2.27M
Buy
+56,642
New
+$2.15M
0.05%
398
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FT
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Boston, Massachusetts
$8.46B AUM
21.38%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
GWAG
Garrett Wealth Advisory Group
Weatherford, Texas
$562M AUM
16.6%
1-Year Est. Return
PAG
Private Advisor Group
Morristown, New Jersey
$21.3B AUM
22.13%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
WIM
WealthPlan Investment Management
Omaha, Nebraska
$1.79B AUM
17.59%
1-Year Est. Return
TFG
Team Financial Group
Temecula, California
$220M AUM
10.84%
1-Year Est. Return
FGAM
Financial Gravity Asset Management
Lakeway, Texas
$562M AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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