Unison Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Unison 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
2021 Q1	–	Sell	-12,845	Closed	-$516K	–	183
2020 Q4	$516K	Sell	12,845 -461	-3%	-$17.5K	0.12%	76
2020 Q3	$471K	Buy	13,306 +63	+0.5%	+$2.22K	0.14%	75
2020 Q2	$439K	Sell	13,243 -5,386	-29%	-$171K	0.15%	74
2020 Q1	$524K	Buy	18,629 +116	+0.6%	+$3.96K	0.57%	62
2019 Q4	$679K	Sell	18,513 -995	-5%	-$34.8K	0.49%	69
2019 Q3	$654K	Sell	19,508 -288	-1%	-$9.57K	0.5%	70
2019 Q2	$651K	Buy	19,796 +74	+0.4%	+$2.4K	0.49%	72
2019 Q1	$627K	Hold	19,722	–	–	0.46%	72
2018 Q4	$556K	Buy	19,722 +201	+1%	+$6.14K	0.44%	74
2018 Q3	$638K	Sell	19,521 -867	-4%	-$27.9K	0.45%	69
2018 Q2	$626K	Buy	20,388 +93	+0.5%	+$2.86K	0.46%	69
2018 Q1	$616K	Sell	20,295 -2,963	-13%	-$93.4K	0.46%	69
2017 Q4	$723K	Buy	+23,258	New	+$702K	0.53%	69

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return

BFG

Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Unison Advisors's EPS Position: Q1 2021 in Review

Unison Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2021, closing a stake of 12,845 shares — an estimated $516K sold.

Unison Advisors first reported a position in EPS in Q4 2017 and held it in 13 quarters. The position peaked at $723K in Q4 2017. 72 funds tracked by Wall St. Rank hold EPS as of Q1 2021.

Unison Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2021 after selling out during the quarter.
Unison Advisors sold 12,845 WisdomTree US LargeCap Fund shares in Q1 2021, an estimated $516K.
Unison Advisors first reported a position in WisdomTree US LargeCap Fund in Q4 2017 and held it in 13 quarters.
Unison Advisors's WisdomTree US LargeCap Fund position peaked at $723K in Q4 2017.
72 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2021.

Based on Unison Advisors's 13F filing for Q1 2021, filed 20 Apr 2021.