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Regal Investment Advisors’s WisdomTree Dynamic International Equity Fund DDWM Stock Holding History

Regal Investment Advisors’s Portfolio DDWM Stock Details DDWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23,337
Closed -$605K – 366
2018
Q4 		$605K Buy
23,337
+7,250
+45% +$200K 0.13% 169
2018
Q3 		$476K Buy
+16,087
New +$472K 0.1% 195

Other funds holding DDWM

FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $4.12B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
S
Surevest Los Angeles, California $368M AUM 13.7% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Dynamic International Equity Fund (DDWM) in Q1 2019, closing a stake of 23,337 shares — an estimated $605K sold.

Regal Investment Advisors first reported a position in DDWM in Q3 2018 and held it in 2 quarters. The position peaked at $605K in Q4 2018. 38 funds tracked by Wall St. Rank hold DDWM as of Q1 2019.

  • Regal Investment Advisors reported no remaining WisdomTree Dynamic International Equity Fund position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 23,337 WisdomTree Dynamic International Equity Fund shares in Q1 2019, an estimated $605K.
  • Regal Investment Advisors first reported a position in WisdomTree Dynamic International Equity Fund in Q3 2018 and held it in 2 quarters.
  • Regal Investment Advisors's WisdomTree Dynamic International Equity Fund position peaked at $605K in Q4 2018.
  • 38 funds tracked by Wall St. Rank held WisdomTree Dynamic International Equity Fund as of Q1 2019.

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