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Regal Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Regal Investment Advisors’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-315
Closed -$9K – 465
2015
Q3 		$9K Buy
+315
New +$9.62K ﹤0.01% 712

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Northeast Financial Consultants
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

Regal Investment Advisors's EZM Position: Q4 2015 in Review

Regal Investment Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2015, closing a stake of 315 shares — an estimated $9K sold.

Regal Investment Advisors first reported a position in EZM in Q3 2015 and held it in 1 quarter. The position peaked at $9K in Q3 2015. 80 funds tracked by Wall St. Rank hold EZM as of Q4 2015.

  • Regal Investment Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 315 WisdomTree US MidCap Fund shares in Q4 2015, an estimated $9K.
  • Regal Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2015 and held it in 1 quarter.
  • Regal Investment Advisors's WisdomTree US MidCap Fund position peaked at $9K in Q3 2015.
  • 80 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.