Regal Investment Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 46 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Regal Investment Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$731,000
+20.2%
25,910
+39.2%
0.16%
+25.0%
Q3 2018$608,000
+1420.0%
18,609
+3211.2%
0.13%
+1180.0%
Q1 2015$40,0000.0%5620.0%0.01%
-9.1%
Q4 2014$40,000
+2.6%
5620.0%0.01%
-8.3%
Q3 2014$39,000
+2.6%
5620.0%0.01%
-14.3%
Q2 2014$38,000
+2.7%
5620.0%0.01%
-12.5%
Q1 2014$37,000
+2.8%
5620.0%0.02%
-23.8%
Q4 2013$36,000
+9.1%
5620.0%0.02%
+10.5%
Q3 2013$33,0005620.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2019
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 1,559,363$72,058,00018.58%
JD Financial Services Inc. 259,630$11,998,00011.13%
BEACON FINANCIAL GROUP 673,464$31,307,0004.43%
DAIDO LIFE INSURANCE CO 549,372$25,386,0001.54%
Financial Gravity Asset Management, Inc. 84,824$3,920,0001.40%
CGN Advisors LLC 75,787$3,502,0001.11%
Marietta Wealth Management, LLC 85,806$3,965,0000.90%
20/20 Capital Management, Inc. 72,349$3,343,0000.87%
Relative Value Partners Group, LLC 217,618$10,056,0000.78%
Truadvice, LLC 67,320$3,178,0000.69%
View complete list of WISDOMTREE TR shareholders