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Resurgent Financial Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Resurgent Financial 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
2022
Q2 		– Sell
-8,280
Closed -$400K – 200
2022
Q1 		$400K Hold
8,280
– – 0.25% 103
2021
Q4 		$417K Buy
+8,280
New +$404K 0.33% 80

Other funds holding EPS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
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
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Resurgent Financial Advisors's EPS Position: Q2 2022 in Review

Resurgent Financial Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q2 2022, closing a stake of 8,280 shares — an estimated $400K sold.

Resurgent Financial Advisors first reported a position in EPS in Q4 2021 and held it in 2 quarters. The position peaked at $417K in Q4 2021. 97 funds tracked by Wall St. Rank hold EPS as of Q2 2022.

  • Resurgent Financial Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q2 2022 after selling out during the quarter.
  • Resurgent Financial Advisors sold 8,280 WisdomTree US LargeCap Fund shares in Q2 2022, an estimated $400K.
  • Resurgent Financial Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 2 quarters.
  • Resurgent Financial Advisors's WisdomTree US LargeCap Fund position peaked at $417K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2022.

Based on Resurgent Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.