Mezzasalma Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Mezzasalma 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	–	Sell	-6,266	Closed	-$314K	–	104
2023 Q4	$314K	Hold	6,266	–	–	0.17%	69
2023 Q3	$287K	Sell	6,266 -42	-0.7%	-$1.98K	0.18%	69
2023 Q2	$295K	Sell	6,308 -243	-4%	-$10.8K	0.18%	70
2023 Q1	$286K	Hold	6,551	–	–	0.2%	66
2022 Q4	$272K	Sell	6,551 -699	-10%	-$29.1K	0.24%	67
2022 Q3	$278K	Hold	7,250	–	–	0.22%	61
2022 Q2	$296K	Hold	7,250	–	–	0.25%	60
2022 Q1	$351K	Sell	7,250 -31	-0.4%	-$1.48K	0.22%	62
2021 Q4	$367K	Hold	7,281	–	–	0.2%	67
2021 Q3	$335K	Sell	7,281 -150	-2%	-$7.11K	0.19%	68
2021 Q2	$343K	Hold	7,431	–	–	0.19%	65
2021 Q1	$322K	Sell	7,431 -329	-4%	-$13.7K	0.21%	66
2020 Q4	$312K	Buy	+7,760	New	+$294K	0.2%	66

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

Mezzasalma Advisors's EPS Position: Q1 2024 in Review

Mezzasalma Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2024, closing a stake of 6,266 shares — an estimated $314K sold.

Mezzasalma Advisors first reported a position in EPS in Q4 2020 and held it in 13 quarters. The position peaked at $367K in Q4 2021. 111 funds tracked by Wall St. Rank hold EPS as of Q1 2024.

Mezzasalma Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2024 after selling out during the quarter.
Mezzasalma Advisors sold 6,266 WisdomTree US LargeCap Fund shares in Q1 2024, an estimated $314K.
Mezzasalma Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2020 and held it in 13 quarters.
Mezzasalma Advisors's WisdomTree US LargeCap Fund position peaked at $367K in Q4 2021.
111 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2024.

Based on Mezzasalma Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.