My Legacy Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

My Legacy 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
2023 Q4	–	Sell	-10,087	Closed	-$461K	–	207
2023 Q3	$461K	Sell	10,087 -283	-3%	-$13.4K	0.19%	146
2023 Q2	$493K	Buy	10,370 +1,067	+11%	+$47.6K	0.19%	149
2023 Q1	$409K	Sell	9,303 -32,916	-78%	-$1.42M	0.18%	159
2022 Q4	$1.89M	Sell	42,219 -3,787	-8%	-$158K	0.81%	27
2022 Q3	$1.78M	Buy	46,006 +9,190	+25%	+$392K	0.9%	20
2022 Q2	$1.53M	Buy	36,816 +22,626	+159%	+$1M	0.76%	27
2022 Q1	$686K	Buy	+14,190	New	+$680K	0.32%	109

Other funds holding EPS

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

GWAG

Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

My Legacy Advisors's EPS Position: Q4 2023 in Review

My Legacy Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2023, closing a stake of 10,087 shares — an estimated $461K sold.

My Legacy Advisors first reported a position in EPS in Q1 2022 and held it in 7 quarters. The position peaked at $1.89M in Q4 2022. 110 funds tracked by Wall St. Rank hold EPS as of Q4 2023.

My Legacy Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q4 2023 after selling out during the quarter.
My Legacy Advisors sold 10,087 WisdomTree US LargeCap Fund shares in Q4 2023, an estimated $461K.
My Legacy Advisors first reported a position in WisdomTree US LargeCap Fund in Q1 2022 and held it in 7 quarters.
My Legacy Advisors's WisdomTree US LargeCap Fund position peaked at $1.89M in Q4 2022.
110 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.