KLR Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

KLR Investment Advisors’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 Q1	$2.21M	Sell	41,431 -7,933	-16%	-$416K	1.6%	10
2023 Q4	$2.47M	Sell	49,364 -6,311	-11%	-$298K	1.79%	9
2023 Q3	$2.43M	Sell	55,675 -1,338	-2%	-$63.2K	2.21%	8
2023 Q2	$2.66M	Buy	57,013 +1,310	+2%	+$58.5K	2.19%	7
2023 Q1	$2.44M	Sell	55,703 -20,238	-27%	-$874K	2.14%	8
2022 Q4	$3.16M	Buy	+75,941	New	+$3.16M	2.6%	5

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

PAG

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KLR Investment Advisors's EPS Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree US LargeCap Fund (EPS) stake by 16% in Q1 2024, selling an estimated $416K and leaving 41,431 shares worth $2.21M. The position accounts for 1.6% of the portfolio, ranked #10.

KLR Investment Advisors first reported a position in EPS in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.16M in Q4 2022. 111 funds tracked by Wall St. Rank hold EPS as of Q1 2024.

KLR Investment Advisors held 41,431 shares of WisdomTree US LargeCap Fund worth $2.21M as of Q1 2024.
KLR Investment Advisors sold 7,933 WisdomTree US LargeCap Fund shares in Q1 2024, an estimated $416K.
WisdomTree US LargeCap Fund made up 1.6% of KLR Investment Advisors's portfolio in Q1 2024, its #10 holding.
KLR Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree US LargeCap Fund position peaked at $3.16M in Q4 2022.
111 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.