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

IHT 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
2022
Q1 		– Sell
-285,063
Closed -$14.4M – 796
2021
Q4 		$14.4M Buy
+285,063
New +$13.9M 1.06% 15

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's EPS Position: Q1 2022 in Review

IHT Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2022, closing a stake of 285,063 shares — an estimated $14.4M sold.

IHT Wealth Management first reported a position in EPS in Q4 2021 and held it in 1 quarter. The position peaked at $14.4M in Q4 2021. 93 funds tracked by Wall St. Rank hold EPS as of Q1 2022.

  • IHT Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2022 after selling out during the quarter.
  • IHT Wealth Management sold 285,063 WisdomTree US LargeCap Fund shares in Q1 2022, an estimated $14.4M.
  • IHT Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 1 quarter.
  • IHT Wealth Management's WisdomTree US LargeCap Fund position peaked at $14.4M in Q4 2021.
  • 93 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2022.

Based on IHT Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.