1834 Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

1834 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
2018 Q2	–	Sell	-321	Closed	-$12K	–	427
2018 Q1	$12K	Hold	321	–	–	﹤0.01%	370
2017 Q4	$13K	Buy	+321	New	+$12.3K	﹤0.01%	391

Other funds holding EZM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

DLIC

Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

1834 Investment Advisors's EZM Position: Q2 2018 in Review

1834 Investment Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2018, closing a stake of 321 shares — an estimated $12K sold.

1834 Investment Advisors first reported a position in EZM in Q4 2017 and held it in 2 quarters. The position peaked at $13K in Q4 2017. 124 funds tracked by Wall St. Rank hold EZM as of Q2 2018.

1834 Investment Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 321 WisdomTree US MidCap Fund shares in Q2 2018, an estimated $12K.
1834 Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 2 quarters.
1834 Investment Advisors's WisdomTree US MidCap Fund position peaked at $13K in Q4 2017.
124 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.