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TRUADVICE’s WisdomTree US LargeCap Fund EPS Stock Holding History

TRUADVICE’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
2023
Q3 		– Sell
-18,486
Closed -$878K – 249
2023
Q2 		$878K Sell
18,486
-2,297
-11% -$103K 0.32% 80
2023
Q1 		$925K Buy
20,783
+576
+3% +$24.9K 0.37% 74
2022
Q4 		$873K Sell
20,207
-757
-4% -$31.5K 0.46% 41
2022
Q3 		$872K Sell
20,964
-1,004
-5% -$42.8K 0.49% 40
2022
Q2 		$971K Sell
21,968
-191
-0.9% -$8.45K 0.51% 41
2022
Q1 		$989K Sell
22,159
-1,123
-5% -$53.8K 0.55% 40
2021
Q4 		$1.13M Buy
23,282
+321
+1% +$15.6K 1.06% 25
2021
Q3 		$1.14M Sell
22,961
-44,359
-66% -$2.1M 1.04% 26
2021
Q2 		$3.18M Buy
67,320
+4,364
+7% +$198K 0.69% 38
2021
Q1 		$2.87M Sell
62,956
-1,731
-3% -$72.2K 0.85% 26
2020
Q4 		$2.61M Sell
64,687
-965
-1% -$36.6K 0.79% 28
2020
Q3 		$2.37M Buy
+65,652
New +$2.31M 0.97% 24

Other funds holding EPS

FGAM
Financial Gravity Asset Management Lakeway, Texas $562M AUM
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TRUADVICE's EPS Position: Q3 2023 in Review

TRUADVICE sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2023, closing a stake of 18,486 shares — an estimated $878K sold.

TRUADVICE first reported a position in EPS in Q3 2020 and held it in 12 quarters. The position peaked at $3.18M in Q2 2021. 109 funds tracked by Wall St. Rank hold EPS as of Q3 2023.

  • TRUADVICE reported no remaining WisdomTree US LargeCap Fund position as of Q3 2023 after selling out during the quarter.
  • TRUADVICE sold 18,486 WisdomTree US LargeCap Fund shares in Q3 2023, an estimated $878K.
  • TRUADVICE first reported a position in WisdomTree US LargeCap Fund in Q3 2020 and held it in 12 quarters.
  • TRUADVICE's WisdomTree US LargeCap Fund position peaked at $3.18M in Q2 2021.
  • 109 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.