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IAG Wealth Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-1,134
Closed -$42K – 431
2019
Q4 		$42K Buy
+1,134
New +$39.7K 0.03% 116

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IAG Wealth Partners's EPS Position: Q1 2020 in Review

IAG Wealth Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 1,134 shares — an estimated $42K sold.

IAG Wealth Partners first reported a position in EPS in Q4 2019 and held it in 1 quarter. The position peaked at $42K in Q4 2019. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • IAG Wealth Partners reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 1,134 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $42K.
  • IAG Wealth Partners first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's WisdomTree US LargeCap Fund position peaked at $42K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.