Newbridge Financial Services Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-284	Closed	-$12.4K	–	1378
2023 Q1	$12.4K	Hold	284	–	–	0.01%	869
2022 Q4	$11.8K	Buy	284 +12	+4%	+$499	0.01%	878
2022 Q3	$10K	Sell	272 -244	-47%	-$10.4K	0.01%	877
2022 Q2	$21K	Buy	516 +16	+3%	+$708	0.01%	641
2022 Q1	$24K	Hold	500	–	–	0.01%	670
2021 Q4	$25K	Hold	500	–	–	0.01%	653
2021 Q3	$23K	Buy	500 +250	+100%	+$11.8K	0.01%	618
2021 Q2	$12K	Buy	+250	New	+$11.4K	0.01%	934

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

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 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

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

KAS

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Newbridge Financial Services Group's EPS Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2023, closing a stake of 284 shares — an estimated $12.4K sold.

Newbridge Financial Services Group first reported a position in EPS in Q2 2021 and held it in 8 quarters. The position peaked at $25K in Q4 2021. 99 funds tracked by Wall St. Rank hold EPS as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree US LargeCap Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 284 WisdomTree US LargeCap Fund shares in Q2 2023, an estimated $12.4K.
Newbridge Financial Services Group first reported a position in WisdomTree US LargeCap Fund in Q2 2021 and held it in 8 quarters.
Newbridge Financial Services Group's WisdomTree US LargeCap Fund position peaked at $25K in Q4 2021.
99 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.