Regal Investment Advisors’s WisdomTree US Value Fund WTV Stock Holding History

Regal Investment Advisors’s Portfolio WTV Stock Details WTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	3,148 -133	-4%	-$13.3K	0.02%	545
2026 Q1	$311K	Hold	3,281	–	–	0.02%	520
2025 Q4	$306K	Buy	3,281 +4	+0.1%	+$367	0.02%	510
2025 Q3	$298K	Sell	3,277 -65	-2%	-$5.79K	0.02%	464
2025 Q2	$289K	Sell	3,342 -260	-7%	-$21.2K	0.02%	432
2025 Q1	$296K	Sell	3,602 -225	-6%	-$19.1K	0.02%	404
2024 Q4	$320K	Buy	3,827 +15	+0.4%	+$1.26K	0.02%	395
2024 Q3	$305K	Buy	+3,812	New	+$288K	0.02%	447

Other funds holding WTV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Regal Investment Advisors's WTV Position: Q2 2026 in Review

Regal Investment Advisors reduced its WisdomTree US Value Fund (WTV) stake by 4.1% in Q2 2026, selling an estimated $13.3K and leaving 3,148 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #545.

Regal Investment Advisors first reported a position in WTV in Q3 2024 and has held it in 8 quarters since. 236 funds tracked by Wall St. Rank hold WTV as of Q2 2026.

Regal Investment Advisors held 3,148 shares of WisdomTree US Value Fund worth $320K as of Q2 2026.
Regal Investment Advisors sold 133 WisdomTree US Value Fund shares in Q2 2026, an estimated $13.3K.
WisdomTree US Value Fund made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #545 holding.
Regal Investment Advisors first reported a position in WisdomTree US Value Fund in Q3 2024 and has held it in 8 quarters since.
236 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.