Regal Investment Advisors’s WisdomTree Europe SmallCap Dividend Fund DFE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,100	Closed	-$59K	–	401
2015 Q3	$59K	Hold	1,100	–	–	0.02%	407
2015 Q2	$62K	Buy	1,100 +850	+340%	+$50.3K	0.02%	390
2015 Q1	$14K	Sell	250 -75	-23%	-$4.05K	﹤0.01%	624
2014 Q4	$17K	Hold	325	–	–	﹤0.01%	559
2014 Q3	$17K	Hold	325	–	–	0.01%	585
2014 Q2	$20K	Hold	325	–	–	0.01%	544
2014 Q1	$20K	Buy	+325	New	+$19.6K	0.01%	506

Other funds holding DFE

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

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

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

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

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

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Europe SmallCap Dividend Fund (DFE) in Q4 2015, closing a stake of 1,100 shares — an estimated $59K sold.

Regal Investment Advisors first reported a position in DFE in Q1 2014 and held it in 7 quarters. The position peaked at $62K in Q2 2015. 108 funds tracked by Wall St. Rank hold DFE as of Q4 2015.

Regal Investment Advisors reported no remaining WisdomTree Europe SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 1,100 WisdomTree Europe SmallCap Dividend Fund shares in Q4 2015, an estimated $59K.
Regal Investment Advisors first reported a position in WisdomTree Europe SmallCap Dividend Fund in Q1 2014 and held it in 7 quarters.
Regal Investment Advisors's WisdomTree Europe SmallCap Dividend Fund position peaked at $62K in Q2 2015.
108 funds tracked by Wall St. Rank held WisdomTree Europe SmallCap Dividend Fund as of Q4 2015.

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