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Regal Investment Advisors’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Regal Investment Advisors’s Portfolio DFJ Stock Details DFJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-32
Closed -$1K – 402
2015
Q3 		$1K Buy
+32
New +$1.76K ﹤0.01% 976

Other funds holding DFJ

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Japan SmallCap Dividend Fund (DFJ) in Q4 2015, closing a stake of 32 shares — an estimated $1K sold.

Regal Investment Advisors first reported a position in DFJ in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 56 funds tracked by Wall St. Rank hold DFJ as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree Japan SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 32 WisdomTree Japan SmallCap Dividend Fund shares in Q4 2015, an estimated $1K.
  • Regal Investment Advisors first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's WisdomTree Japan SmallCap Dividend Fund position peaked at $1K in Q3 2015.
  • 56 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q4 2015.

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