Kore Private Wealth’s WisdomTree US LargeCap Fund EPS Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-1,750	Closed	-$58K	–	510
2020 Q2	$58K	Hold	1,750	–	–	0.01%	428
2020 Q1	$49K	Buy	+1,750	New	+$59.7K	0.01%	420

Other funds holding EPS

PWS

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

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

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

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Kore Private Wealth's EPS Position: Q3 2020 in Review

Kore Private Wealth sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2020, closing a stake of 1,750 shares — an estimated $58K sold.

Kore Private Wealth first reported a position in EPS in Q1 2020 and held it in 2 quarters. The position peaked at $58K in Q2 2020. 58 funds tracked by Wall St. Rank hold EPS as of Q3 2020.

Kore Private Wealth reported no remaining WisdomTree US LargeCap Fund position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 1,750 WisdomTree US LargeCap Fund shares in Q3 2020, an estimated $58K.
Kore Private Wealth first reported a position in WisdomTree US LargeCap Fund in Q1 2020 and held it in 2 quarters.
Kore Private Wealth's WisdomTree US LargeCap Fund position peaked at $58K in Q2 2020.
58 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.