Regal Investment Advisors’s WisdomTree Global High Dividend Fund DEW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-520	Closed	-$19K	–	400
2015 Q3	$19K	Buy	520 +265	+104%	+$11K	﹤0.01%	562
2015 Q2	$11K	Hold	255	–	–	﹤0.01%	639
2015 Q1	$11K	Buy	255 +30	+13%	+$1.33K	﹤0.01%	665
2014 Q4	$10K	Hold	225	–	–	﹤0.01%	629
2014 Q3	$10K	Hold	225	–	–	﹤0.01%	687
2014 Q2	$11K	Hold	225	–	–	﹤0.01%	652
2014 Q1	$11K	Hold	225	–	–	﹤0.01%	621
2013 Q4	$11K	Hold	225	–	–	0.01%	572
2013 Q3	$10K	Hold	225	–	–	0.01%	597
2013 Q2	$9K	Buy	+225	New	+$10.1K	0.01%	604

Other funds holding DEW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Regal Investment Advisors's DEW Position: Q4 2015 in Review

Regal Investment Advisors sold out of WisdomTree Global High Dividend Fund (DEW) in Q4 2015, closing a stake of 520 shares — an estimated $19K sold.

Regal Investment Advisors first reported a position in DEW in Q2 2013 and held it in 10 quarters. The position peaked at $19K in Q3 2015. 30 funds tracked by Wall St. Rank hold DEW as of Q4 2015.

Regal Investment Advisors reported no remaining WisdomTree Global High Dividend Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 520 WisdomTree Global High Dividend Fund shares in Q4 2015, an estimated $19K.
Regal Investment Advisors first reported a position in WisdomTree Global High Dividend Fund in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's WisdomTree Global High Dividend Fund position peaked at $19K in Q3 2015.
30 funds tracked by Wall St. Rank held WisdomTree Global High Dividend Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.