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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-520
Closed -$17K – 424
2015
Q3 		$17K Buy
520
+328
+171% +$10.7K ﹤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 +$7K ﹤0.01% 685