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Almanack Investment Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-12
Closed -$1K – 490
2022
Q3 		$1K Buy
+12
New +$584 ﹤0.01% 800

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3LCM
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SWP
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DC
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Envestnet Asset Management
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GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Almanack Investment Partners's EZM Position: Q4 2022 in Review

Almanack Investment Partners sold out of WisdomTree US MidCap Fund (EZM) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Almanack Investment Partners first reported a position in EZM in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 131 funds tracked by Wall St. Rank hold EZM as of Q4 2022.

  • Almanack Investment Partners reported no remaining WisdomTree US MidCap Fund position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 12 WisdomTree US MidCap Fund shares in Q4 2022, an estimated $1K.
  • Almanack Investment Partners first reported a position in WisdomTree US MidCap Fund in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's WisdomTree US MidCap Fund position peaked at $1K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.