Regal Investment Advisors’s WisdomTree US LargeCap Fund EPS Stock Holding History

Regal Investment 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
2019 Q1	–	Sell	-25,910	Closed	-$731K	–	370
2018 Q4	$731K	Buy	25,910 +7,301	+39%	+$223K	0.16%	149
2018 Q3	$608K	Buy	+18,609	New	+$598K	0.13%	169
2015 Q2	–	Sell	-1,686	Closed	-$40K	–	952
2015 Q1	$40K	Hold	1,686	–	–	0.01%	456
2014 Q4	$40K	Hold	1,686	–	–	0.01%	423
2014 Q3	$39K	Hold	1,686	–	–	0.01%	444
2014 Q2	$38K	Hold	1,686	–	–	0.01%	425
2014 Q1	$37K	Hold	1,686	–	–	0.02%	399
2013 Q4	$36K	Hold	1,686	–	–	0.02%	342
2013 Q3	$33K	Buy	+1,686	New	+$32.9K	0.02%	371

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

MWM

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

Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

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

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

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

Regal Investment Advisors's EPS Position: Q1 2019 in Review

Regal Investment Advisors sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2019, closing a stake of 25,910 shares — an estimated $731K sold.

Regal Investment Advisors first reported a position in EPS in Q3 2013 and held it in 9 quarters. The position peaked at $731K in Q4 2018. 45 funds tracked by Wall St. Rank hold EPS as of Q1 2019.

Regal Investment Advisors reported no remaining WisdomTree US LargeCap Fund position as of Q1 2019 after selling out during the quarter.
Regal Investment Advisors sold 25,910 WisdomTree US LargeCap Fund shares in Q1 2019, an estimated $731K.
Regal Investment Advisors first reported a position in WisdomTree US LargeCap Fund in Q3 2013 and held it in 9 quarters.
Regal Investment Advisors's WisdomTree US LargeCap Fund position peaked at $731K in Q4 2018.
45 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.