INVST’s WisdomTree US LargeCap Fund EPS Stock Holding History

INVST’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	-6,834	Closed	-$389K	–	263
2024 Q2	$389K	Buy	+6,834	New	+$377K	0.04%	194

Other funds holding EPS

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

INVST's EPS Position: Q3 2024 in Review

INVST sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2024, closing a stake of 6,834 shares — an estimated $389K sold.

INVST first reported a position in EPS in Q2 2024 and held it in 1 quarter. The position peaked at $389K in Q2 2024. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

INVST reported no remaining WisdomTree US LargeCap Fund position as of Q3 2024 after selling out during the quarter.
INVST sold 6,834 WisdomTree US LargeCap Fund shares in Q3 2024, an estimated $389K.
INVST first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and held it in 1 quarter.
INVST's WisdomTree US LargeCap Fund position peaked at $389K in Q2 2024.
117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

Based on INVST's 13F filing for Q3 2024, filed 19 Nov 2024.