Regal Investment Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,000	Closed	-$241K	–	367
2018 Q4	$241K	Buy	4,000 +1,023	+34%	+$66.3K	0.05%	280
2018 Q3	$212K	Buy	+2,977	New	+$213K	0.04%	294
2015 Q4	–	Sell	-116	Closed	-$6K	–	416
2015 Q3	$6K	Buy	+116	New	+$6.76K	﹤0.01%	777
2014 Q4	–	Sell	-100	Closed	-$6K	–	933
2014 Q3	$6K	Hold	100	–	–	﹤0.01%	770
2014 Q2	$6K	Hold	100	–	–	﹤0.01%	743
2014 Q1	$7K	Hold	100	–	–	﹤0.01%	691
2013 Q4	$6K	Hold	100	–	–	﹤0.01%	655
2013 Q3	$6K	Hold	100	–	–	﹤0.01%	679
2013 Q2	$5K	Buy	+100	New	+$5.6K	﹤0.01%	692

Other funds holding DLS

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's DLS Position: Q1 2019 in Review

Regal Investment Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2019, closing a stake of 4,000 shares — an estimated $241K sold.

Regal Investment Advisors first reported a position in DLS in Q2 2013 and held it in 9 quarters. The position peaked at $241K in Q4 2018. 210 funds tracked by Wall St. Rank hold DLS as of Q1 2019.

Regal Investment Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Regal Investment Advisors sold 4,000 WisdomTree International SmallCap Dividend Fund shares in Q1 2019, an estimated $241K.
Regal Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2013 and held it in 9 quarters.
Regal Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $241K in Q4 2018.
210 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.