Regal Investment Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-911	Closed	-$17K	–	495
2015 Q3	$17K	Hold	911	–	–	﹤0.01%	589
2015 Q2	$20K	Buy	911 +160	+21%	+$3.48K	0.01%	556
2015 Q1	$16K	Buy	751 +644	+602%	+$14.2K	﹤0.01%	598
2014 Q4	$2K	Buy	+107	New	+$2.6K	﹤0.01%	852
2013 Q4	–	Sell	-535	Closed	-$14K	–	882
2013 Q3	$14K	Sell	535 -26,523	-98%	-$701K	0.01%	534
2013 Q2	$698K	Buy	+27,058	New	+$735K	0.39%	88

Other funds holding GCC

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Regal Investment Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2015, closing a stake of 911 shares — an estimated $17K sold.

Regal Investment Advisors first reported a position in GCC in Q2 2013 and held it in 6 quarters. The position peaked at $698K in Q2 2013. 44 funds tracked by Wall St. Rank hold GCC as of Q4 2015.

Regal Investment Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2015 after selling out during the quarter.
Regal Investment Advisors sold 911 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2015, an estimated $17K.
Regal Investment Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 6 quarters.
Regal Investment Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $698K in Q2 2013.
44 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2015.

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