EverSource Wealth Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

EverSource Wealth 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 Q3	–	Sell	-12	Closed	–	–	2006
2022 Q2	$0	Buy	+12	New	+$531	﹤0.01%	1761

Other funds holding EPS

PWS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

EverSource Wealth Advisors's EPS Position: Q3 2022 in Review

EverSource Wealth Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2022, closing a stake of 12 shares.

EverSource Wealth Advisors first reported a position in EPS in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 99 funds tracked by Wall St. Rank hold EPS as of Q3 2022.

EverSource Wealth Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q3 2022 after selling out during the quarter.
EverSource Wealth Advisors sold 12 WisdomTree US LargeCap Fund shares in Q3 2022.
EverSource Wealth Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and held it in 1 quarter.
EverSource Wealth Advisors's WisdomTree US LargeCap Fund position peaked at $0 in Q2 2022.
99 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2022.

Based on EverSource Wealth Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.