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Golden State Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-1,100
Closed -$31K – 390
2020
Q1 		$31K Buy
+1,100
New +$37.5K 0.01% 434
2019
Q4 		– Sell
-1,640
Closed -$55K – 302
2019
Q3 		$55K Hold
1,640
– – 0.02% 404
2019
Q2 		$53K Hold
1,640
– – 0.02% 443
2019
Q1 		$52K Buy
+1,640
New +$50.4K 0.02% 429

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BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Golden State Wealth Management's EPS Position: Q2 2020 in Review

Golden State Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2020, closing a stake of 1,100 shares — an estimated $31K sold.

Golden State Wealth Management first reported a position in EPS in Q1 2019 and held it in 4 quarters. The position peaked at $55K in Q3 2019. 60 funds tracked by Wall St. Rank hold EPS as of Q2 2020.

  • Golden State Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 1,100 WisdomTree US LargeCap Fund shares in Q2 2020, an estimated $31K.
  • Golden State Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's WisdomTree US LargeCap Fund position peaked at $55K in Q3 2019.
  • 60 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.