Advisor Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Advisor Group’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
2019 Q4	$2.3M	Sell	54,636 -16,685	-23%	-$679K	0.02%	743
2019 Q3	$2.81M	Buy	71,321 +575	+0.8%	+$22.5K	0.02%	626
2019 Q2	$2.83M	Buy	70,746 +1,845	+3%	+$73.2K	0.02%	611
2019 Q1	$2.71M	Sell	68,901 -17,995	-21%	-$695K	0.02%	604
2018 Q4	$2.98M	Sell	86,896 -2,052	-2%	-$77.1K	0.03%	477
2018 Q3	$3.68M	Buy	88,948 +22,279	+33%	+$925K	0.04%	425
2018 Q2	$2.68M	Buy	66,669 +1,536	+2%	+$61K	0.04%	446
2018 Q1	$2.52M	Buy	65,133 +6	+0%	+$238	0.03%	472
2017 Q4	$2.58M	Buy	65,127 +7,402	+13%	+$284K	0.03%	472
2017 Q3	$2.15M	Buy	57,725 +117	+0.2%	+$4.21K	0.03%	477
2017 Q2	$2.06M	Sell	57,608 -29	-0.1%	-$1.03K	0.04%	469
2017 Q1	$2.03M	Sell	57,637 -69,983	-55%	-$2.45M	0.04%	458
2016 Q4	$4.37M	Buy	127,620 +3,747	+3%	+$123K	0.1%	224
2016 Q3	$3.95M	Buy	123,873 +5,472	+5%	+$173K	0.1%	230
2016 Q2	$3.6M	Buy	+118,401	New	+$3.59M	0.09%	238

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

TLIC

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

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

JMPWA

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

Advisor Group's EZM Position: Q4 2019 in Review

Advisor Group reduced its WisdomTree US MidCap Fund (EZM) stake by 23% in Q4 2019, selling an estimated $679K and leaving 54,636 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #743.

Advisor Group first reported a position in EZM in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.37M in Q4 2016. 158 funds tracked by Wall St. Rank hold EZM as of Q4 2019.

Advisor Group held 54,636 shares of WisdomTree US MidCap Fund worth $2.3M as of Q4 2019.
Advisor Group sold 16,685 WisdomTree US MidCap Fund shares in Q4 2019, an estimated $679K.
WisdomTree US MidCap Fund made up 0.02% of Advisor Group's portfolio in Q4 2019, its #743 holding.
Advisor Group first reported a position in WisdomTree US MidCap Fund in Q2 2016 and has held it in 15 quarters since.
Advisor Group's WisdomTree US MidCap Fund position peaked at $4.37M in Q4 2016.
158 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.