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Raleigh Capital Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Raleigh Capital Management’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
-262
Closed -$10K – 800
2022
Q3 		$10K Buy
262
+13
+5% +$555 0.01% 356
2022
Q2 		$10K Hold
249
– – 0.01% 346
2022
Q1 		$12K Sell
249
-4
-2% -$192 0.01% 336
2021
Q4 		$12K Buy
+253
New +$12.3K 0.01% 183

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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

Raleigh Capital Management's EPS Position: Q4 2022 in Review

Raleigh Capital Management sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2022, closing a stake of 262 shares — an estimated $10K sold.

Raleigh Capital Management first reported a position in EPS in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q1 2022. 101 funds tracked by Wall St. Rank hold EPS as of Q4 2022.

  • Raleigh Capital Management reported no remaining WisdomTree US LargeCap Fund position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 262 WisdomTree US LargeCap Fund shares in Q4 2022, an estimated $10K.
  • Raleigh Capital Management first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 4 quarters.
  • Raleigh Capital Management's WisdomTree US LargeCap Fund position peaked at $12K in Q1 2022.
  • 101 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.