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Meeder Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Meeder Asset 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
2020
Q1 		– Sell
-474
Closed -$17K – 2373
2019
Q4 		$17K Buy
+474
New +$16.6K ﹤0.01% 1410

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
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
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Meeder Asset Management's EPS Position: Q1 2020 in Review

Meeder Asset Management sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 474 shares — an estimated $17K sold.

Meeder Asset Management first reported a position in EPS in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • Meeder Asset Management reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • Meeder Asset Management sold 474 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $17K.
  • Meeder Asset Management first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 1 quarter.
  • Meeder Asset Management's WisdomTree US LargeCap Fund position peaked at $17K in Q4 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on Meeder Asset Management's 13F filing for Q1 2020, filed 15 May 2020.