RIA
DTD icon

Regal Investment Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Regal Investment Advisors’s Portfolio DTD Stock Details DTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-520
Closed -$17K – 424
2015
Q3 		$17K Buy
520
+328
+171% +$11.7K ﹤0.01% 587
2015
Q2 		$7K Hold
192
– – ﹤0.01% 695
2015
Q1 		$7K Hold
192
– – ﹤0.01% 751
2014
Q4 		$7K Buy
+192
New +$7.01K ﹤0.01% 685

Other funds holding DTD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree US Total Dividend Fund (DTD) in Q4 2015, closing a stake of 520 shares — an estimated $17K sold.

Regal Investment Advisors first reported a position in DTD in Q4 2014 and held it in 4 quarters. The position peaked at $17K in Q3 2015. 66 funds tracked by Wall St. Rank hold DTD as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree US Total Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 520 WisdomTree US Total Dividend Fund shares in Q4 2015, an estimated $17K.
  • Regal Investment Advisors first reported a position in WisdomTree US Total Dividend Fund in Q4 2014 and held it in 4 quarters.
  • Regal Investment Advisors's WisdomTree US Total Dividend Fund position peaked at $17K in Q3 2015.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q4 2015.

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