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MGO One Seven’s WisdomTree US LargeCap Fund EPS Stock Holding History

MGO One Seven’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
2026
Q1 		– Sell
-3,561
Closed -$252K – 1432
2025
Q4 		$252K Sell
3,561
-259
-7% -$18.1K 0.01% 1191
2025
Q3 		$263K Sell
3,820
-908
-19% -$60.4K 0.01% 1100
2025
Q2 		$303K Sell
4,728
-1,204
-20% -$71.9K 0.01% 934
2025
Q1 		$352K Hold
5,932
– – 0.01% 753
2024
Q4 		$363K Sell
5,932
-160
-3% -$9.89K 0.01% 762
2024
Q3 		$366K Buy
+6,092
New +$352K 0.02% 693

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

MGO One Seven's EPS Position: Q1 2026 in Review

MGO One Seven sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2026, closing a stake of 3,561 shares — an estimated $252K sold.

MGO One Seven first reported a position in EPS in Q3 2024 and held it in 6 quarters. The position peaked at $366K in Q3 2024. 172 funds tracked by Wall St. Rank hold EPS as of Q1 2026.

  • MGO One Seven reported no remaining WisdomTree US LargeCap Fund position as of Q1 2026 after selling out during the quarter.
  • MGO One Seven sold 3,561 WisdomTree US LargeCap Fund shares in Q1 2026, an estimated $252K.
  • MGO One Seven first reported a position in WisdomTree US LargeCap Fund in Q3 2024 and held it in 6 quarters.
  • MGO One Seven's WisdomTree US LargeCap Fund position peaked at $366K in Q3 2024.
  • 172 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.