AIG
EZM icon

American International Group’s WisdomTree US MidCap Fund EZM Stock Holding History

American International 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
2016
Q2 		– Sell
-112,554
Closed -$3.38M – 3481
2016
Q1 		$3.38M Sell
112,554
-7,644
-6% -$212K 0.01% 922
2015
Q4 		$3.49M Buy
120,198
+5,136
+4% +$154K 0.01% 909
2015
Q3 		$3.3M Buy
115,062
+82,191
+250% +$2.51M 0.01% 908
2015
Q2 		$1.04M Buy
32,871
+1,170
+4% +$37.7K ﹤0.01% 1552
2015
Q1 		$1.02M Sell
31,701
-249,297
-89% -$7.78M ﹤0.01% 1588
2014
Q4 		$8.68M Sell
280,998
-34,098
-11% -$1.02M 0.04% 445
2014
Q3 		$9.19M Buy
315,096
+7,881
+3% +$238K 0.04% 377
2014
Q2 		$9.47M Buy
307,215
+40,848
+15% +$1.21M 0.04% 385
2014
Q1 		$7.89M Buy
266,367
+26,337
+11% +$759K 0.04% 457
2013
Q4 		$6.92M Buy
240,030
+65,601
+38% +$1.81M 0.03% 506
2013
Q3 		$4.58M Buy
174,429
+173,946
+36,014% +$4.45M 0.03% 712
2013
Q2 		$11.6K Buy
+483
New +$11.5K ﹤0.01% 4093

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
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
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
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American International Group's EZM Position: Q2 2016 in Review

American International Group sold out of WisdomTree US MidCap Fund (EZM) in Q2 2016, closing a stake of 112,554 shares — an estimated $3.38M sold.

American International Group first reported a position in EZM in Q2 2013 and held it in 12 quarters. The position peaked at $9.47M in Q2 2014. 77 funds tracked by Wall St. Rank hold EZM as of Q2 2016.

  • American International Group reported no remaining WisdomTree US MidCap Fund position as of Q2 2016 after selling out during the quarter.
  • American International Group sold 112,554 WisdomTree US MidCap Fund shares in Q2 2016, an estimated $3.38M.
  • American International Group first reported a position in WisdomTree US MidCap Fund in Q2 2013 and held it in 12 quarters.
  • American International Group's WisdomTree US MidCap Fund position peaked at $9.47M in Q2 2014.
  • 77 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2016.

Based on American International Group's 13F filing for Q2 2016, filed 11 Aug 2016.