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Laurel Wealth Advisors (North Carolina)’s WisdomTree US LargeCap Fund EPS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		– Sell
-219
Closed -$12.1K – 662
2024
Q1 		$12.1K Hold
219
– – ﹤0.01% 421
2023
Q4 		$11K Hold
219
– – ﹤0.01% 397
2023
Q3 		$10K Hold
219
– – ﹤0.01% 406
2023
Q2 		$10.2K Hold
219
– – ﹤0.01% 406
2023
Q1 		$9.57K Buy
+219
New +$9.46K ﹤0.01% 411

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Cetera Investment Advisers
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EPS Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2024, closing a stake of 219 shares — an estimated $12.1K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EPS in Q1 2023 and held it in 5 quarters. The position peaked at $12.1K in Q1 2024. 108 funds tracked by Wall St. Rank hold EPS as of Q2 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining WisdomTree US LargeCap Fund position as of Q2 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 219 WisdomTree US LargeCap Fund shares in Q2 2024, an estimated $12.1K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in WisdomTree US LargeCap Fund in Q1 2023 and held it in 5 quarters.
  • Laurel Wealth Advisors (North Carolina)'s WisdomTree US LargeCap Fund position peaked at $12.1K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.