Regent Peak Wealth Advisors LLC Wisdomtree U.S. Midcap Fund Transaction History
Regent Peak Wealth Advisors LLC
- $509 Million
- Q3 2025
Shares
	  2 transactions
	
  Others Institutions Holding EZM
# of Institutions
161Shares Held
7.44MCall Options Held
0Put Options Held
0- 
    
      Ubs Group Ag665KShares$43.4 Million0.01% of portfolio
- 
    
      Davenport & CO LLC567KShares$37 Million0.21% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC534KShares$34.8 Million0.0% of portfolio
- 
    
      Morgan Stanley New York, NY459KShares$29.9 Million0.0% of portfolio
- 
    
      Truist Financial Corp417KShares$27.2 Million0.04% of portfolio