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 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 $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Regal Investment Advisors's WTV Position: Q1 2026 in Review

Regal Investment Advisors held its WisdomTree US Value Fund (WTV) position steady in Q1 2026 at 3,281 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #520.

Regal Investment Advisors first reported a position in WTV in Q3 2024 and has held it in 7 quarters since. The position peaked at $320K in Q4 2024. 217 funds tracked by Wall St. Rank hold WTV as of Q1 2026.

Regal Investment Advisors held 3,281 shares of WisdomTree US Value Fund worth $311K as of Q1 2026.
Regal Investment Advisors left its WisdomTree US Value Fund share count unchanged in Q1 2026.
WisdomTree US Value Fund made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #520 holding.
Regal Investment Advisors first reported a position in WisdomTree US Value Fund in Q3 2024 and has held it in 7 quarters since.
Regal Investment Advisors's WisdomTree US Value Fund position peaked at $320K in Q4 2024.
217 funds tracked by Wall St. Rank held WisdomTree US Value Fund as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.