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Jackson Grant Investment Advisers’s WisdomTree US LargeCap Fund EPS Stock Holding History

Jackson Grant Investment Advisers’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
-228
Closed -$13K – 404
2024
Q2 		$13K Buy
+228
New +$12.6K 0.01% 254

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 $21.3B AUM 22.13% 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

Jackson Grant Investment Advisers's EPS Position: Q3 2024 in Review

Jackson Grant Investment Advisers sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2024, closing a stake of 228 shares — an estimated $13K sold.

Jackson Grant Investment Advisers first reported a position in EPS in Q2 2024 and held it in 1 quarter. The position peaked at $13K in Q2 2024. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

  • Jackson Grant Investment Advisers reported no remaining WisdomTree US LargeCap Fund position as of Q3 2024 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 228 WisdomTree US LargeCap Fund shares in Q3 2024, an estimated $13K.
  • Jackson Grant Investment Advisers first reported a position in WisdomTree US LargeCap Fund in Q2 2024 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's WisdomTree US LargeCap Fund position peaked at $13K in Q2 2024.
  • 117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

Based on Jackson Grant Investment Advisers's 13F filing for Q3 2024, filed 17 Oct 2024.