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Regal Investment Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Regal Investment Advisors’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-400
Closed -$8K – 419
2015
Q3 		$8K Buy
+400
New +$9.47K ﹤0.01% 735

Other funds holding DNL

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2015, closing a stake of 400 shares — an estimated $8K sold.

Regal Investment Advisors first reported a position in DNL in Q3 2015 and held it in 1 quarter. The position peaked at $8K in Q3 2015. 18 funds tracked by Wall St. Rank hold DNL as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 400 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2015, an estimated $8K.
  • Regal Investment Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $8K in Q3 2015.
  • 18 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2015.

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