AF
EZM icon

Advisornet Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Advisornet Financial’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
2023
Q4 		– Sell
-95
Closed -$4.82K – 2450
2023
Q3 		$4.82K Sell
95
-25
-21% -$1.33K ﹤0.01% 1429
2023
Q2 		$6.35K Sell
120
-235
-66% -$11.7K ﹤0.01% 1449
2023
Q1 		$17.7K Sell
355
-646
-65% -$33.3K ﹤0.01% 1124
2022
Q4 		$48.7K Sell
1,001
-311
-24% -$15.2K ﹤0.01% 795
2022
Q3 		$58K Sell
1,312
-107
-8% -$5.21K 0.01% 805
2022
Q2 		$65K Sell
1,419
-129
-8% -$6.54K 0.01% 797
2022
Q1 		$85K Sell
1,548
-127
-8% -$6.89K 0.01% 797
2021
Q4 		$94K Sell
1,675
-332
-17% -$18.3K 0.01% 835
2021
Q3 		$104K Hold
2,007
– – 0.01% 776
2021
Q2 		$105K Sell
2,007
-20
-1% -$1.06K 0.01% 770
2021
Q1 		$103K Sell
2,027
-445
-18% -$21.4K 0.01% 738
2020
Q4 		$107K Hold
2,472
– – 0.01% 667
2020
Q3 		$85K Sell
2,472
-415
-14% -$14.3K 0.01% 717
2020
Q2 		$94K Sell
2,887
-45,356
-94% -$1.38M 0.01% 690
2020
Q1 		$1.27M Buy
48,243
+12,326
+34% +$456K 0.12% 158
2019
Q4 		$1.51M Buy
35,917
+5,749
+19% +$234K 0.13% 152
2019
Q3 		$1.19M Buy
30,168
+30,007
+18,638% +$1.18M 0.11% 179
2019
Q2 		$6K Hold
161
– – ﹤0.01% 1342
2019
Q1 		$6K Hold
161
– – ﹤0.01% 1282
2018
Q4 		$6K Hold
161
– – ﹤0.01% 1195
2018
Q3 		$7K Sell
161
-193
-55% -$8.02K ﹤0.01% 1213
2018
Q2 		$14K Sell
354
-6,621
-95% -$263K ﹤0.01% 1039
2018
Q1 		$270K Hold
6,975
– – 0.04% 340
2017
Q4 		$277K Buy
+6,975
New +$268K 0.04% 299

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisornet Financial's EZM Position: Q4 2023 in Review

Advisornet Financial sold out of WisdomTree US MidCap Fund (EZM) in Q4 2023, closing a stake of 95 shares — an estimated $4.82K sold.

Advisornet Financial first reported a position in EZM in Q4 2017 and held it in 24 quarters. The position peaked at $1.51M in Q4 2019. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2023.

  • Advisornet Financial reported no remaining WisdomTree US MidCap Fund position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 95 WisdomTree US MidCap Fund shares in Q4 2023, an estimated $4.82K.
  • Advisornet Financial first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 24 quarters.
  • Advisornet Financial's WisdomTree US MidCap Fund position peaked at $1.51M in Q4 2019.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.