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

Acorn 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
2018
Q3 		– Sell
-1,569
Closed -$63K – 211
2018
Q2 		$63K Buy
1,569
+5
+0.3% +$198 0.05% 233
2018
Q1 		$61K Buy
1,564
+3
+0.2% +$119 0.05% 230
2017
Q4 		$63K Buy
+1,561
New +$59.9K 0.06% 226

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
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
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Acorn Wealth Advisors's EZM Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2018, closing a stake of 1,569 shares — an estimated $63K sold.

Acorn Wealth Advisors first reported a position in EZM in Q4 2017 and held it in 3 quarters. The position peaked at $63K in Q2 2018. 120 funds tracked by Wall St. Rank hold EZM as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,569 WisdomTree US MidCap Fund shares in Q3 2018, an estimated $63K.
  • Acorn Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's WisdomTree US MidCap Fund position peaked at $63K in Q2 2018.
  • 120 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.