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Prestige Wealth Management Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Prestige Wealth Management 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
2020
Q2 		– Sell
-197
Closed -$6K – 897
2020
Q1 		$6K Buy
+197
New +$6.72K ﹤0.01% 463

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BFG
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DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
22CM
20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Prestige Wealth Management Group's EPS Position: Q2 2020 in Review

Prestige Wealth Management Group sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2020, closing a stake of 197 shares — an estimated $6K sold.

Prestige Wealth Management Group first reported a position in EPS in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 60 funds tracked by Wall St. Rank hold EPS as of Q2 2020.

  • Prestige Wealth Management Group reported no remaining WisdomTree US LargeCap Fund position as of Q2 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 197 WisdomTree US LargeCap Fund shares in Q2 2020, an estimated $6K.
  • Prestige Wealth Management Group first reported a position in WisdomTree US LargeCap Fund in Q1 2020 and held it in 1 quarter.
  • Prestige Wealth Management Group's WisdomTree US LargeCap Fund position peaked at $6K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2020.

Based on Prestige Wealth Management Group's 13F filing for Q2 2020, filed 13 Aug 2020.