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Regal Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Regal Investment Advisors’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-325
Closed -$11K – 407
2015
Q3 		$11K Sell
325
-60
-16% -$2.32K ﹤0.01% 666
2015
Q2 		$16K Hold
385
– – ﹤0.01% 586
2015
Q1 		$17K Buy
385
+325
+542% +$14.3K ﹤0.01% 589
2014
Q4 		$3K Buy
+60
New +$2.67K ﹤0.01% 800

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2015, closing a stake of 325 shares — an estimated $11K sold.

Regal Investment Advisors first reported a position in DGS in Q4 2014 and held it in 4 quarters. The position peaked at $17K in Q1 2015. 130 funds tracked by Wall St. Rank hold DGS as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 325 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2015, an estimated $11K.
  • Regal Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $17K in Q1 2015.
  • 130 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2015.

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