Advisor Group’s WisdomTree US LargeCap Fund EPS Stock Holding History

Advisor Group’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
2019 Q4	$459K	Hold	12,499	–	–	﹤0.01%	1734
2019 Q3	$419K	Sell	12,499 -290	-2%	-$9.63K	﹤0.01%	1746
2019 Q2	$421K	Hold	12,789	–	–	﹤0.01%	1736
2019 Q1	$407K	Hold	12,789	–	–	﹤0.01%	1737
2018 Q4	$360K	Hold	12,789	–	–	﹤0.01%	1640
2018 Q3	$418K	Buy	12,789 +4,898	+62%	+$158K	﹤0.01%	1597
2018 Q2	$242K	Hold	7,891	–	–	﹤0.01%	1831
2018 Q1	$240K	Hold	7,891	–	–	﹤0.01%	1837
2017 Q4	$245K	Buy	7,891 +1	+0%	+$30	﹤0.01%	1827
2017 Q3	$229K	Buy	7,890 +1,530	+24%	+$43.5K	﹤0.01%	1754
2017 Q2	$176K	Hold	6,360	–	–	﹤0.01%	1880
2017 Q1	$173K	Hold	6,360	–	–	﹤0.01%	1776
2016 Q4	$164K	Buy	6,360 +300	+5%	+$7.47K	﹤0.01%	1701
2016 Q3	$147K	Hold	6,060	–	–	﹤0.01%	1740
2016 Q2	$140K	Buy	+6,060	New	+$141K	﹤0.01%	1697

Other funds holding EPS

PWS

Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 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

22CM

20/20 Capital Management Costa Mesa, California $386M AUM 30.28% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

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

Advisor Group's EPS Position: Q4 2019 in Review

Advisor Group held its WisdomTree US LargeCap Fund (EPS) position steady in Q4 2019 at 12,499 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1734.

Advisor Group first reported a position in EPS in Q2 2016 and has held it in 15 quarters since. 72 funds tracked by Wall St. Rank hold EPS as of Q4 2019.

Advisor Group held 12,499 shares of WisdomTree US LargeCap Fund worth $459K as of Q4 2019.
Advisor Group left its WisdomTree US LargeCap Fund share count unchanged in Q4 2019.
WisdomTree US LargeCap Fund made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1734 holding.
Advisor Group first reported a position in WisdomTree US LargeCap Fund in Q2 2016 and has held it in 15 quarters since.
72 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.