WealthShield Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

WealthShield Partners’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
2020 Q1	–	Sell	-162	Closed	-$6K	–	286
2019 Q4	$6K	Hold	162	–	–	﹤0.01%	255
2019 Q3	$5K	Buy	+162	New	+$5.38K	﹤0.01%	246
2019 Q2	–	Sell	-162	Closed	-$5K	–	243
2019 Q1	$5K	Hold	162	–	–	﹤0.01%	245
2018 Q4	$5K	Sell	162 -25	-13%	-$763	﹤0.01%	215
2018 Q3	$6K	Hold	187	–	–	﹤0.01%	219
2018 Q2	$6K	Hold	187	–	–	﹤0.01%	209
2018 Q1	$6K	Buy	+187	New	+$5.9K	﹤0.01%	205

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

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $220M AUM 13.91% 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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

WealthShield Partners's EPS Position: Q1 2020 in Review

WealthShield Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q1 2020, closing a stake of 162 shares — an estimated $6K sold.

WealthShield Partners first reported a position in EPS in Q1 2018 and held it in 7 quarters. The position peaked at $6K in Q4 2019. 64 funds tracked by Wall St. Rank hold EPS as of Q1 2020.

WealthShield Partners reported no remaining WisdomTree US LargeCap Fund position as of Q1 2020 after selling out during the quarter.
WealthShield Partners sold 162 WisdomTree US LargeCap Fund shares in Q1 2020, an estimated $6K.
WealthShield Partners first reported a position in WisdomTree US LargeCap Fund in Q1 2018 and held it in 7 quarters.
WealthShield Partners's WisdomTree US LargeCap Fund position peaked at $6K in Q4 2019.
64 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q1 2020.

Based on WealthShield Partners's 13F filing for Q1 2020, filed 12 May 2020.