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Regal Investment Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Regal Investment Advisors’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-19,538
Closed -$510K – 391
2018
Q4 		$510K Buy
+19,538
New +$556K 0.11% 183

Other funds holding USMF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return

Regal Investment Advisors's USMF Position: Q1 2019 in Review

Regal Investment Advisors sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2019, closing a stake of 19,538 shares — an estimated $510K sold.

Regal Investment Advisors first reported a position in USMF in Q4 2018 and held it in 1 quarter. The position peaked at $510K in Q4 2018. 34 funds tracked by Wall St. Rank hold USMF as of Q1 2019.

  • Regal Investment Advisors reported no remaining WisdomTree US Multifactor Fund position as of Q1 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 19,538 WisdomTree US Multifactor Fund shares in Q1 2019, an estimated $510K.
  • Regal Investment Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 1 quarter.
  • Regal Investment Advisors's WisdomTree US Multifactor Fund position peaked at $510K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2019.

Based on Regal Investment Advisors's 13F filing for Q1 2019, filed 9 May 2019.