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Regent Peak Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-710
Closed -$31K – 422
2020
Q4 		$31K Buy
+710
New +$28.2K 0.01% 378

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3LCM
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Regent Peak Wealth Advisors's EZM Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 710 shares — an estimated $31K sold.

Regent Peak Wealth Advisors first reported a position in EZM in Q4 2020 and held it in 1 quarter. The position peaked at $31K in Q4 2020. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 710 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $31K.
  • Regent Peak Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's WisdomTree US MidCap Fund position peaked at $31K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.