Calton & Associates’s WisdomTree US LargeCap Fund EPS Stock Holding History

Calton & Associates’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 Q1	–	Sell	-540	Closed	-$17K	–	604
2017 Q4	$17K	Buy	+540	New	+$16.3K	﹤0.01%	922

Other funds holding EPS

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

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

MWM

Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Calton & Associates's EPS Position: Q1 2018 in Review

Calton & Associates sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2018, closing a stake of 540 shares — an estimated $17K sold.

Calton & Associates first reported a position in EPS in Q4 2017 and held it in 1 quarter. The position peaked at $17K in Q4 2017. 33 funds tracked by Wall St. Rank hold EPS as of Q1 2018.

Calton & Associates reported no remaining WisdomTree US LargeCap Fund position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 540 WisdomTree US LargeCap Fund shares in Q1 2018, an estimated $17K.
Calton & Associates first reported a position in WisdomTree US LargeCap Fund in Q4 2017 and held it in 1 quarter.
Calton & Associates's WisdomTree US LargeCap Fund position peaked at $17K in Q4 2017.
33 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.