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Wilbanks Smith & Thomas Asset Management’s WisdomTree US LargeCap Fund EPS Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-151
Closed -$5K – 631
2018
Q3 		$5K Buy
+151
New +$4.86K ﹤0.01% 1208

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RJFSA
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's EPS Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2018, closing a stake of 151 shares — an estimated $5K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in EPS in Q3 2018 and held it in 1 quarter. The position peaked at $5K in Q3 2018. 43 funds tracked by Wall St. Rank hold EPS as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining WisdomTree US LargeCap Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 151 WisdomTree US LargeCap Fund shares in Q4 2018, an estimated $5K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in WisdomTree US LargeCap Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's WisdomTree US LargeCap Fund position peaked at $5K in Q3 2018.
  • 43 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.