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Patriot Financial Group Insurance Agency’s WisdomTree US LargeCap Fund EPS Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-17,066
Closed -$1.09M – 521
2025
Q2 		$1.09M Sell
17,066
-1,832
-10% -$109K 0.13% 192
2025
Q1 		$1.12M Sell
18,898
-4,004
-17% -$248K 0.15% 172
2024
Q4 		$1.4M Sell
22,902
-1,186
-5% -$73.3K 0.19% 121
2024
Q3 		$1.45M Sell
24,088
-212
-0.9% -$12.3K 0.19% 124
2024
Q2 		$1.38M Sell
24,300
-2,085
-8% -$115K 0.2% 113
2024
Q1 		$1.46M Sell
26,385
-2,168
-8% -$114K 0.23% 103
2023
Q4 		$1.43M Sell
28,553
-1,063
-4% -$50.2K 0.27% 84
2023
Q3 		$1.35M Sell
29,616
-646
-2% -$30.5K 0.28% 84
2023
Q2 		$1.41M Sell
30,262
-1,008
-3% -$45K 0.27% 87
2023
Q1 		$1.37M Buy
31,270
+505
+2% +$21.8K 0.28% 81
2022
Q4 		$1.28M Buy
30,765
+1,591
+5% +$66.2K 0.17% 76
2022
Q3 		$1.12M Sell
29,174
-30
-0.1% -$1.28K 0.27% 84
2022
Q2 		$1.19M Buy
29,204
+560
+2% +$24.8K 0.24% 87
2022
Q1 		$1.39M Sell
28,644
-514
-2% -$24.6K 0.25% 91
2021
Q4 		$1.42M Buy
29,158
+537
+2% +$26.2K 0.24% 98
2021
Q3 		$1.32M Buy
28,621
+690
+2% +$32.7K 0.23% 99
2021
Q2 		$1.29M Sell
27,931
-3,217
-10% -$146K 0.24% 101
2021
Q1 		$1.35M Sell
31,148
-17,795
-36% -$742K 0.31% 61
2020
Q4 		$1.97M Sell
48,943
-3,827
-7% -$145K 0.49% 31
2020
Q3 		$1.87M Buy
52,770
+2,148
+4% +$75.7K 0.61% 25
2020
Q2 		$1.68M Sell
50,622
-5,794
-10% -$184K 0.64% 23
2020
Q1 		$1.59M Sell
56,416
-12,460
-18% -$425K 0.72% 20
2019
Q4 		$2.53M Buy
68,876
+16,325
+31% +$571K 0.95% 15
2019
Q3 		$1.76M Buy
52,551
+5,084
+11% +$169K 0.79% 18
2019
Q2 		$1.57M Buy
47,467
+7,091
+18% +$230K 0.68% 24
2019
Q1 		$1.28M Buy
40,376
+14,433
+56% +$444K 0.66% 25
2018
Q4 		$732K Buy
25,943
+22,719
+705% +$694K 0.48% 37
2018
Q3 		$105K Buy
+3,224
New +$104K 0.06% 201

Other funds holding EPS

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Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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 $94B AUM 20.14% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM

Patriot Financial Group Insurance Agency's EPS Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2025, closing a stake of 17,066 shares — an estimated $1.09M sold.

Patriot Financial Group Insurance Agency first reported a position in EPS in Q3 2018 and held it in 28 quarters. The position peaked at $2.53M in Q4 2019. 155 funds tracked by Wall St. Rank hold EPS as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree US LargeCap Fund position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 17,066 WisdomTree US LargeCap Fund shares in Q3 2025, an estimated $1.09M.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree US LargeCap Fund in Q3 2018 and held it in 28 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree US LargeCap Fund position peaked at $2.53M in Q4 2019.
  • 155 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.