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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

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PAG
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DLIC
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GWAG
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LPL Financial
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CA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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. 100 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.
  • 100 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.