RIA
DLN icon

Regal Investment Advisors’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Regal Investment Advisors’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-3,150
Closed -$105K – 414
2015
Q3 		$105K Hold
3,150
– – 0.03% 336
2015
Q2 		$114K Buy
3,150
+650
+26% +$24.2K 0.03% 318
2015
Q1 		$92K Buy
+2,500
New +$92.3K 0.02% 349

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2015, closing a stake of 3,150 shares — an estimated $105K sold.

Regal Investment Advisors first reported a position in DLN in Q1 2015 and held it in 3 quarters. The position peaked at $114K in Q2 2015. 135 funds tracked by Wall St. Rank hold DLN as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 3,150 WisdomTree US LargeCap Dividend Fund shares in Q4 2015, an estimated $105K.
  • Regal Investment Advisors first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2015 and held it in 3 quarters.
  • Regal Investment Advisors's WisdomTree US LargeCap Dividend Fund position peaked at $114K in Q2 2015.
  • 135 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2015.

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