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 New York $1.89T AUM 35.08% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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.