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Regal Investment Advisors’s WisdomTree International Equity Fund DWM Stock Holding History

Regal Investment Advisors’s Portfolio DWM Stock Details DWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-925
Closed -$48K – 936
2014
Q3 		$48K Sell
925
-3,531
-79% -$194K 0.01% 418
2014
Q2 		$249K Buy
4,456
+2,023
+83% +$113K 0.09% 182
2014
Q1 		$133K Buy
2,433
+1,190
+96% +$64K 0.06% 234
2013
Q4 		$68K Buy
1,243
+518
+71% +$27.5K 0.04% 252
2013
Q3 		$37K Hold
725
– – 0.02% 347
2013
Q2 		$33K Buy
+725
New +$35.4K 0.02% 354

Other funds holding DWM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TTWM
TCV Trust & Wealth Management Richmond, Virginia $1.19B AUM 18.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Regal Investment Advisors's DWM Position: Q4 2014 in Review

Regal Investment Advisors sold out of WisdomTree International Equity Fund (DWM) in Q4 2014, closing a stake of 925 shares — an estimated $48K sold.

Regal Investment Advisors first reported a position in DWM in Q2 2013 and held it in 6 quarters. The position peaked at $249K in Q2 2014. 64 funds tracked by Wall St. Rank hold DWM as of Q4 2014.

  • Regal Investment Advisors reported no remaining WisdomTree International Equity Fund position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 925 WisdomTree International Equity Fund shares in Q4 2014, an estimated $48K.
  • Regal Investment Advisors first reported a position in WisdomTree International Equity Fund in Q2 2013 and held it in 6 quarters.
  • Regal Investment Advisors's WisdomTree International Equity Fund position peaked at $249K in Q2 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.