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Regal Investment Advisors’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

Regal Investment Advisors’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,374
Closed -$291K – 114
2020
Q4 		$291K Buy
+8,374
New +$272K 0.03% 367
2013
Q3 		– Sell
-1,743
Closed -$38K – 886
2013
Q2 		$38K Buy
+1,743
New +$38.4K 0.02% 333

Other funds holding DON

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's DON Position: Q1 2021 in Review

Regal Investment Advisors sold out of WisdomTree US MidCap Dividend Fund (DON) in Q1 2021, closing a stake of 8,374 shares — an estimated $291K sold.

Regal Investment Advisors first reported a position in DON in Q2 2013 and held it in 2 quarters. The position peaked at $291K in Q4 2020. 309 funds tracked by Wall St. Rank hold DON as of Q1 2021.

  • Regal Investment Advisors reported no remaining WisdomTree US MidCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Regal Investment Advisors sold 8,374 WisdomTree US MidCap Dividend Fund shares in Q1 2021, an estimated $291K.
  • Regal Investment Advisors first reported a position in WisdomTree US MidCap Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's WisdomTree US MidCap Dividend Fund position peaked at $291K in Q4 2020.
  • 309 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.