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Liberty Wealth Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-135
Closed -$4K – 898
2019
Q2 		$4K Buy
+135
New +$4.37K ﹤0.01% 690

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Liberty Wealth Management's EPS Position: Q3 2019 in Review

Liberty Wealth Management sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2019, closing a stake of 135 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in EPS in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 48 funds tracked by Wall St. Rank hold EPS as of Q3 2019.

  • Liberty Wealth Management reported no remaining WisdomTree US LargeCap Fund position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 135 WisdomTree US LargeCap Fund shares in Q3 2019, an estimated $4K.
  • Liberty Wealth Management first reported a position in WisdomTree US LargeCap Fund in Q2 2019 and held it in 1 quarter.
  • Liberty Wealth Management's WisdomTree US LargeCap Fund position peaked at $4K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.