WA
EPS icon

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

WFG 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
2017
Q2 		$1.14M Buy
40,869
+8,424
+26% +$232K 0.26% 100
2017
Q1 		$881K Sell
32,445
-11,418
-26% -$306K 0.23% 100
2016
Q4 		$1.13M Sell
43,863
-3,054
-7% -$76.1K 0.28% 95
2016
Q3 		$1.14M Sell
46,917
-2,094
-4% -$50.6K 0.28% 89
2016
Q2 		$1.14M Sell
49,011
-1,215
-2% -$28.3K 0.3% 85
2016
Q1 		$1.17M Buy
50,226
+222
+0.4% +$4.89K 0.34% 73
2015
Q4 		$1.16M Buy
50,004
+348
+0.7% +$8.14K 0.35% 69
2015
Q3 		$1.08M Buy
49,656
+3,135
+7% +$72.8K 0.34% 68
2015
Q2 		$1.11M Sell
46,521
-2,538
-5% -$61.6K 0.31% 72
2015
Q1 		$1.17M Sell
49,059
-1,917
-4% -$45.8K 0.33% 62
2014
Q4 		$1.22M Sell
50,976
-150
-0.3% -$3.51K 0.25% 87
2014
Q3 		$1.17M Buy
51,126
+384
+0.8% +$8.84K 0.22% 100
2014
Q2 		$1.15M Buy
50,742
+381
+0.8% +$8.44K 0.22% 108
2014
Q1 		$1.1M Buy
50,361
+2,367
+5% +$50.4K 0.22% 107
2013
Q4 		$1.03M Buy
47,994
+2,151
+5% +$44.3K 0.15% 164
2013
Q3 		$896K Buy
45,843
+6,063
+15% +$118K 0.14% 173
2013
Q2 		$746K Buy
+39,780
New +$744K 0.12% 193

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

WFG Advisors's EPS Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree US LargeCap Fund (EPS) stake by 26% in Q2 2017, buying an estimated $232K and bringing the position to 40,869 shares worth $1.14M. The position accounts for 0.26% of the portfolio, ranked #100.

WFG Advisors first reported a position in EPS in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2014. 28 funds tracked by Wall St. Rank hold EPS as of Q2 2017.

  • WFG Advisors held 40,869 shares of WisdomTree US LargeCap Fund worth $1.14M as of Q2 2017.
  • WFG Advisors bought 8,424 WisdomTree US LargeCap Fund shares in Q2 2017, an estimated $232K.
  • WisdomTree US LargeCap Fund made up 0.26% of WFG Advisors's portfolio in Q2 2017, its #100 holding.
  • WFG Advisors first reported a position in WisdomTree US LargeCap Fund in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's WisdomTree US LargeCap Fund position peaked at $1.22M in Q4 2014.
  • 28 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.