Regal Investment Advisors’s WisdomTree India Earnings Fund ETF EPI Stock Holding History

Regal Investment Advisors’s Portfolio EPI Stock Details EPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-12,215	Closed	-$238K	–	250
2016 Q1	$238K	Buy	+12,215	New	+$223K	0.06%	221
2015 Q2	–	Sell	-4,327	Closed	-$99K	–	951
2015 Q1	$99K	Sell	4,327 -269	-6%	-$6.27K	0.02%	340
2014 Q4	$101K	Buy	+4,596	New	+$103K	0.03%	306
2014 Q2	–	Sell	-1,207	Closed	-$23K	–	914
2014 Q1	$23K	Sell	1,207 -123	-9%	-$2.1K	0.01%	479
2013 Q4	$23K	Sell	1,330 -280	-17%	-$4.66K	0.01%	423
2013 Q3	$25K	Buy	+1,610	New	+$24.9K	0.01%	427

Other funds holding EPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

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

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Regal Investment Advisors's EPI Position: Q2 2016 in Review

Regal Investment Advisors sold out of WisdomTree India Earnings Fund ETF (EPI) in Q2 2016, closing a stake of 12,215 shares — an estimated $238K sold.

Regal Investment Advisors first reported a position in EPI in Q3 2013 and held it in 6 quarters. The position peaked at $238K in Q1 2016. 143 funds tracked by Wall St. Rank hold EPI as of Q2 2016.

Regal Investment Advisors reported no remaining WisdomTree India Earnings Fund ETF position as of Q2 2016 after selling out during the quarter.
Regal Investment Advisors sold 12,215 WisdomTree India Earnings Fund ETF shares in Q2 2016, an estimated $238K.
Regal Investment Advisors first reported a position in WisdomTree India Earnings Fund ETF in Q3 2013 and held it in 6 quarters.
Regal Investment Advisors's WisdomTree India Earnings Fund ETF position peaked at $238K in Q1 2016.
143 funds tracked by Wall St. Rank held WisdomTree India Earnings Fund ETF as of Q2 2016.

Based on Regal Investment Advisors's 13F filing for Q2 2016, filed 5 Aug 2016.