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Money Concepts Capital’s WisdomTree US LargeCap Fund EPS Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-46
Closed -$1.91K – 1191
2022
Q4 		$1.91K Sell
46
-127
-73% -$5.29K ﹤0.01% 2699
2022
Q3 		$7K Sell
173
-28
-14% -$1.19K ﹤0.01% 1133
2022
Q2 		$8K Sell
201
-76
-27% -$3.36K ﹤0.01% 1068
2022
Q1 		$13K Buy
+277
New +$13.3K ﹤0.01% 1804

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
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
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Money Concepts Capital's EPS Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2023, closing a stake of 46 shares — an estimated $1.91K sold.

Money Concepts Capital first reported a position in EPS in Q1 2022 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 103 funds tracked by Wall St. Rank hold EPS as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree US LargeCap Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 46 WisdomTree US LargeCap Fund shares in Q1 2023, an estimated $1.91K.
  • Money Concepts Capital first reported a position in WisdomTree US LargeCap Fund in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's WisdomTree US LargeCap Fund position peaked at $13K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.