Daido Life Insurance Company’s WisdomTree US LargeCap Fund EPS Stock Holding History

Daido Life Insurance Company’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
2023 Q3	–	Sell	-549,372	Closed	-$25.7M	–	8
2023 Q2	$25.7M	Hold	549,372	–	–	2.84%	6
2023 Q1	$24M	Hold	549,372	–	–	2.4%	7
2022 Q4	$22.8M	Hold	549,372	–	–	2.15%	7
2022 Q3	$21.1M	Hold	549,372	–	–	1.95%	8
2022 Q2	$22.4M	Hold	549,372	–	–	1.8%	9
2022 Q1	$26.6M	Hold	549,372	–	–	1.59%	9
2021 Q4	$27.7M	Hold	549,372	–	–	1.53%	9
2021 Q3	$25.3M	Hold	549,372	–	–	1.53%	9
2021 Q2	$25.4M	Buy	549,372 +102,399	+23%	+$4.66M	1.54%	9
2021 Q1	$19.4M	Hold	446,973	–	–	1.27%	10
2020 Q4	$17.9M	Hold	446,973	–	–	1.28%	11
2020 Q3	$15.8M	Hold	446,973	–	–	1.46%	10
2020 Q2	$14.8M	Hold	446,973	–	–	1.48%	10
2020 Q1	$12.6M	Hold	446,973	–	–	1.26%	12
2019 Q4	$16.4M	Hold	446,973	–	–	1.22%	10
2019 Q3	$15M	Hold	446,973	–	–	1.16%	12
2019 Q2	$14.7M	Hold	446,973	–	–	1.07%	11
2019 Q1	$14.2M	Hold	446,973	–	–	1.15%	12
2018 Q4	$12.6M	Hold	446,973	–	–	1.18%	9
2018 Q3	$14.6M	Hold	446,973	–	–	1.22%	11
2018 Q2	$13.7M	Buy	446,973 +297,756	+200%	+$9.17M	1.05%	13
2018 Q1	$4.53M	Buy	+149,217	New	+$4.71M	0.44%	15

Other funds holding EPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

PWS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Daido Life Insurance Company's EPS Position: Q3 2023 in Review

Daido Life Insurance Company sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2023, closing a stake of 549,372 shares — an estimated $25.7M sold.

Daido Life Insurance Company first reported a position in EPS in Q1 2018 and held it in 22 quarters. The position peaked at $27.7M in Q4 2021. 109 funds tracked by Wall St. Rank hold EPS as of Q3 2023.

Daido Life Insurance Company reported no remaining WisdomTree US LargeCap Fund position as of Q3 2023 after selling out during the quarter.
Daido Life Insurance Company sold 549,372 WisdomTree US LargeCap Fund shares in Q3 2023, an estimated $25.7M.
Daido Life Insurance Company first reported a position in WisdomTree US LargeCap Fund in Q1 2018 and held it in 22 quarters.
Daido Life Insurance Company's WisdomTree US LargeCap Fund position peaked at $27.7M in Q4 2021.
109 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2023.

Based on Daido Life Insurance Company's 13F filing for Q3 2023, filed 6 Nov 2023.