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Raymond James Financial Services Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.35M Buy
22,409
+290
+1% +$16.8K ﹤0.01% 1969
2024
Q2 		$1.26M Sell
22,119
-612
-3% -$33.8K ﹤0.01% 1945
2024
Q1 		$1.26M Buy
22,731
+193
+0.9% +$10.1K ﹤0.01% 1927
2023
Q4 		$1.13M Buy
22,538
+2,318
+11% +$109K ﹤0.01% 1913
2023
Q3 		$925K Buy
20,220
+29
+0.1% +$1.37K ﹤0.01% 1955
2023
Q2 		$943K Buy
20,191
+305
+2% +$13.6K ﹤0.01% 1964
2023
Q1 		$869K Buy
19,886
+54
+0.3% +$2.33K ﹤0.01% 1997
2022
Q4 		$825K Sell
19,832
-523
-3% -$21.8K ﹤0.01% 1967
2022
Q3 		$781K Buy
20,355
+66
+0.3% +$2.82K ﹤0.01% 1971
2022
Q2 		$828K Sell
20,289
-765
-4% -$33.8K ﹤0.01% 1955
2022
Q1 		$1.02M Buy
21,054
+916
+5% +$43.9K ﹤0.01% 1932
2021
Q4 		$1.01M Buy
20,138
+56
+0.3% +$2.73K ﹤0.01% 1971
2021
Q3 		$924K Buy
20,082
+54
+0.3% +$2.56K ﹤0.01% 2014
2021
Q2 		$926K Sell
20,028
-933
-4% -$42.4K ﹤0.01% 2006
2021
Q1 		$909K Buy
20,961
+77
+0.4% +$3.21K ﹤0.01% 1912
2020
Q4 		$839K Sell
20,884
-109
-0.5% -$4.13K ﹤0.01% 1808
2020
Q3 		$744K Sell
20,993
-2,451
-10% -$86.4K ﹤0.01% 1733
2020
Q2 		$778K Sell
23,444
-3,075
-12% -$97.5K ﹤0.01% 1638
2020
Q1 		$745K Buy
26,519
+4,030
+18% +$138K ﹤0.01% 1350
2019
Q4 		$825K Sell
22,489
-2,879
-11% -$101K ﹤0.01% 1656
2019
Q3 		$851K Sell
25,368
-3,809
-13% -$127K ﹤0.01% 1567
2019
Q2 		$959K Sell
29,177
-179,729
-86% -$5.82M ﹤0.01% 1523
2019
Q1 		$6.64M Buy
208,906
+7,056
+3% +$217K 0.03% 554
2018
Q4 		$5.69M Buy
201,850
+178,642
+770% +$5.45M 0.03% 489
2018
Q3 		$758K Buy
23,208
+3,257
+16% +$105K ﹤0.01% 1647
2018
Q2 		$612K Sell
19,951
-251
-1% -$7.73K ﹤0.01% 1742
2018
Q1 		$614K Buy
20,202
+960
+5% +$30.3K ﹤0.01% 1598
2017
Q4 		$598K Hold
19,242
– – ﹤0.01% 1608
2017
Q3 		$558K Hold
19,242
– – ﹤0.01% 1647
2017
Q2 		$534K Hold
19,242
– – ﹤0.01% 1639
2017
Q1 		$523K Sell
19,242
-1,215
-6% -$32.6K ﹤0.01% 1539
2016
Q4 		$527K Sell
20,457
-900
-4% -$22.4K ﹤0.01% 1499
2016
Q3 		$519K Buy
21,357
+768
+4% +$18.6K ﹤0.01% 1480
2016
Q2 		$478K Hold
20,589
– – ﹤0.01% 1450
2016
Q1 		$478K Sell
20,589
-76,650
-79% -$1.69M 0.01% 1270
2015
Q4 		$2.25M Buy
97,239
+7,362
+8% +$172K 0.03% 600
2015
Q3 		$1.96M Buy
+89,877
New +$2.09M 0.03% 533

Other funds holding EPS

FT
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
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
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
FGC
Financial Gravity Companies Lakeway, Texas $509M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors's EPS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 1.3% in Q3 2024, buying an estimated $16.8K and bringing the position to 22,409 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Raymond James Financial Services Advisors first reported a position in EPS in Q3 2015 and has held it in 37 quarters since. The position peaked at $6.64M in Q1 2019. 117 funds tracked by Wall St. Rank hold EPS as of Q3 2024.

  • Raymond James Financial Services Advisors held 22,409 shares of WisdomTree US LargeCap Fund worth $1.35M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 290 WisdomTree US LargeCap Fund shares in Q3 2024, an estimated $16.8K.
  • WisdomTree US LargeCap Fund made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1969 holding.
  • Raymond James Financial Services Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2015 and has held it in 37 quarters since.
  • Raymond James Financial Services Advisors's WisdomTree US LargeCap Fund position peaked at $6.64M in Q1 2019.
  • 117 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.