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Trilogy Capital’s WisdomTree US LargeCap Fund EPS Stock Holding History

Trilogy Capital’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
Q1 		– Sell
-380,597
Closed -$14M – 119
2019
Q4 		$14M Buy
+380,597
New +$13.3M 1.37% 25

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LFPWM
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SS
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AW
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AAS
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Trilogy Capital's EPS Position: Q1 2020 in Review

Trilogy Capital sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 380,597 shares — an estimated $14M sold.

Trilogy Capital first reported a position in EPS in Q4 2019 and held it in 1 quarter. The position peaked at $14M in Q4 2019. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

  • Trilogy Capital reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
  • Trilogy Capital sold 380,597 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $14M.
  • Trilogy Capital first reported a position in WisdomTree US LargeCap Fund in Q4 2019 and held it in 1 quarter.
  • Trilogy Capital's WisdomTree US LargeCap Fund position peaked at $14M in Q4 2019.
  • 64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on Trilogy Capital's 13F filing for Q1 2020, filed 28 Apr 2020.