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Advocacy Wealth Management Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Advocacy Wealth Management Services’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
Q3 		– Sell
-200
Closed -$8K – 157
2019
Q2 		$8K Buy
+200
New +$7.94K 0.01% 139

Other funds holding EZM

Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Advocacy Wealth Management Services's EZM Position: Q3 2019 in Review

Advocacy Wealth Management Services sold out of WisdomTree US MidCap Fund (EZM) in Q3 2019, closing a stake of 200 shares — an estimated $8K sold.

Advocacy Wealth Management Services first reported a position in EZM in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 139 funds tracked by Wall St. Rank hold EZM as of Q3 2019.

  • Advocacy Wealth Management Services reported no remaining WisdomTree US MidCap Fund position as of Q3 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 200 WisdomTree US MidCap Fund shares in Q3 2019, an estimated $8K.
  • Advocacy Wealth Management Services first reported a position in WisdomTree US MidCap Fund in Q2 2019 and held it in 1 quarter.
  • Advocacy Wealth Management Services's WisdomTree US MidCap Fund position peaked at $8K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2019, filed 2 Oct 2019.