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Impact Partnership Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-100
Closed -$4.58K – 912
2023
Q3 		$4.58K Buy
+100
New +$4.72K ﹤0.01% 700

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LPL Financial
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GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Impact Partnership Wealth's EPS Position: Q4 2023 in Review

Impact Partnership Wealth sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2023, closing a stake of 100 shares — an estimated $4.58K sold.

Impact Partnership Wealth first reported a position in EPS in Q3 2023 and held it in 1 quarter. The position peaked at $4.58K in Q3 2023. 110 funds tracked by Wall St. Rank hold EPS as of Q4 2023.

  • Impact Partnership Wealth reported no remaining WisdomTree US LargeCap Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 100 WisdomTree US LargeCap Fund shares in Q4 2023, an estimated $4.58K.
  • Impact Partnership Wealth first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's WisdomTree US LargeCap Fund position peaked at $4.58K in Q3 2023.
  • 110 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.