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MUFG Americas’s WisdomTree US LargeCap Fund EPS Stock Holding History

MUFG Americas’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
2022
Q4 		– Sell
-3,141
Closed -$121K – 251
2022
Q3 		$121K Hold
3,141
– – ﹤0.01% 415
2022
Q2 		$128K Buy
+3,141
New +$139K ﹤0.01% 412

Other funds holding EPS

PWS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MUFG Americas's EPS Position: Q4 2022 in Review

MUFG Americas sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2022, closing a stake of 3,141 shares — an estimated $121K sold.

MUFG Americas first reported a position in EPS in Q2 2022 and held it in 2 quarters. The position peaked at $128K in Q2 2022. 101 funds tracked by Wall St. Rank hold EPS as of Q4 2022.

  • MUFG Americas reported no remaining WisdomTree US LargeCap Fund position as of Q4 2022 after selling out during the quarter.
  • MUFG Americas sold 3,141 WisdomTree US LargeCap Fund shares in Q4 2022, an estimated $121K.
  • MUFG Americas first reported a position in WisdomTree US LargeCap Fund in Q2 2022 and held it in 2 quarters.
  • MUFG Americas's WisdomTree US LargeCap Fund position peaked at $128K in Q2 2022.
  • 101 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2022.

Based on MUFG Americas's 13F filing for Q4 2022.