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International Assets Investment Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

International Assets Investment 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
2024
Q3 		– Sell
-891
Closed -$50.7K – 1936
2024
Q2 		$50.7K Buy
+891
New +$49.2K ﹤0.01% 1175
2023
Q2 		– Sell
-46,572
Closed -$2.47M – 655
2023
Q1 		$2.47M Buy
+46,572
New +$2.01M 0.36% 51

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

International Assets Investment Management's EPS Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2024, closing a stake of 891 shares — an estimated $50.7K sold.

International Assets Investment Management first reported a position in EPS in Q1 2023 and held it in 2 quarters. The position peaked at $2.47M in Q1 2023. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

  • International Assets Investment Management reported no remaining WisdomTree US LargeCap Fund position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 891 WisdomTree US LargeCap Fund shares in Q3 2024, an estimated $50.7K.
  • International Assets Investment Management first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and held it in 2 quarters.
  • International Assets Investment Management's WisdomTree US LargeCap Fund position peaked at $2.47M in Q1 2023.
  • 117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.