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JD Financial Services’s WisdomTree US LargeCap Fund EPS Stock Holding History

JD Financial Services’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
2021
Q4 		$14.2M Buy
281,271
+9,535
+4% +$465K 11.67% 1
2021
Q3 		$12.5M Buy
271,736
+12,106
+5% +$574K 11.4% 2
2021
Q2 		$12M Buy
259,630
+207,039
+394% +$9.42M 11.13% 2
2021
Q1 		$2.28M Buy
+52,591
New +$2.19M 2.89% 9

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

JD Financial Services's EPS Position: Q4 2021 in Review

JD Financial Services increased its WisdomTree US LargeCap Fund (EPS) stake by 3.5% in Q4 2021, buying an estimated $465K and bringing the position to 281,271 shares worth $14.2M. The position accounts for 11.67% of the portfolio, ranked #1.

JD Financial Services first reported a position in EPS in Q1 2021 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold EPS as of Q4 2021.

  • JD Financial Services held 281,271 shares of WisdomTree US LargeCap Fund worth $14.2M as of Q4 2021.
  • JD Financial Services bought 9,535 WisdomTree US LargeCap Fund shares in Q4 2021, an estimated $465K.
  • WisdomTree US LargeCap Fund made up 11.67% of JD Financial Services's portfolio in Q4 2021, its #1 holding.
  • JD Financial Services first reported a position in WisdomTree US LargeCap Fund in Q1 2021 and has held it in 4 quarters since.
  • 95 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.