RC
CRDT

RegentAtlantic Capital’s WisdomTree Trust WisdomTree Strategic Corporate Bond Fund CRDT Stock Holding History

RegentAtlantic Capital’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-327
Closed -$24.5K – 1122
2014
Q4 		$24.5K Buy
+327
New +$24.6K ﹤0.01% 718

Other funds holding CRDT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

RegentAtlantic Capital's CRDT Position: Q1 2015 in Review

RegentAtlantic Capital sold out of WisdomTree Trust WisdomTree Strategic Corporate Bond Fund (CRDT) in Q1 2015, closing a stake of 327 shares — an estimated $24.5K sold.

RegentAtlantic Capital first reported a position in CRDT in Q4 2014 and held it in 1 quarter. The position peaked at $24.5K in Q4 2014. 9 funds tracked by Wall St. Rank hold CRDT as of Q1 2015.

  • RegentAtlantic Capital reported no remaining WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 327 WisdomTree Trust WisdomTree Strategic Corporate Bond Fund shares in Q1 2015, an estimated $24.5K.
  • RegentAtlantic Capital first reported a position in WisdomTree Trust WisdomTree Strategic Corporate Bond Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's WisdomTree Trust WisdomTree Strategic Corporate Bond Fund position peaked at $24.5K in Q4 2014.
  • 9 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Strategic Corporate Bond Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.