American Portfolios Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

American Portfolios Advisors’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 Q3	$49.7K	Hold	1,131	–	–	﹤0.01%	1699
2022 Q2	$52K	Hold	1,131	–	–	﹤0.01%	1737
2022 Q1	$61.8K	Hold	1,131	–	–	﹤0.01%	1777
2021 Q4	$63.7K	Hold	1,131	–	–	﹤0.01%	1760
2021 Q3	$58.8K	Hold	1,131	–	–	﹤0.01%	1688
2021 Q2	$59.3K	Hold	1,131	–	–	﹤0.01%	1650
2021 Q1	$57.6K	Hold	1,131	–	–	﹤0.01%	1553
2020 Q4	$49.2K	Hold	1,131	–	–	﹤0.01%	1416
2020 Q3	$38.7K	Buy	1,131 +625	+124%	+$21.5K	﹤0.01%	1426
2020 Q2	$16.5K	Hold	506	–	–	﹤0.01%	1722
2020 Q1	$13.4K	Hold	506	–	–	﹤0.01%	1690
2019 Q4	$21.3K	Hold	506	–	–	﹤0.01%	1695
2019 Q3	$20K	Hold	506	–	–	﹤0.01%	1661
2019 Q2	$20.2K	Hold	506	–	–	﹤0.01%	1656
2019 Q1	$19.9K	Hold	506	–	–	﹤0.01%	1585
2018 Q4	$17.4K	Sell	506 -9,764	-95%	-$367K	﹤0.01%	1427
2018 Q3	$425K	Sell	10,270 -4,148	-29%	-$172K	0.05%	363
2018 Q2	$579K	Sell	14,418 -2,890	-17%	-$115K	0.08%	257
2018 Q1	$669K	Sell	17,308 -1,148	-6%	-$45.6K	0.1%	203
2017 Q4	$732K	Buy	+18,456	New	+$709K	0.12%	188

Other funds holding EZM

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

RJFSA

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's EZM Position: Q3 2022 in Review

American Portfolios Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2022 at 1,131 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

American Portfolios Advisors first reported a position in EZM in Q4 2017 and has held it in 20 quarters since. The position peaked at $732K in Q4 2017. 121 funds tracked by Wall St. Rank hold EZM as of Q3 2022.

American Portfolios Advisors held 1,131 shares of WisdomTree US MidCap Fund worth $49.7K as of Q3 2022.
American Portfolios Advisors left its WisdomTree US MidCap Fund share count unchanged in Q3 2022.
WisdomTree US MidCap Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1699 holding.
American Portfolios Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree US MidCap Fund position peaked at $732K in Q4 2017.
121 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.