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American Trust’s WisdomTree US MidCap Fund EZM Stock Holding History

American Trust’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
-8,896
Closed -$391K – 453
2022
Q3 		$391K Buy
+8,896
New +$433K 0.03% 247

Other funds holding EZM

Bank of America
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM

American Trust's EZM Position: Q4 2022 in Review

American Trust sold out of WisdomTree US MidCap Fund (EZM) in Q4 2022, closing a stake of 8,896 shares — an estimated $391K sold.

American Trust first reported a position in EZM in Q3 2022 and held it in 1 quarter. The position peaked at $391K in Q3 2022. 131 funds tracked by Wall St. Rank hold EZM as of Q4 2022.

  • American Trust reported no remaining WisdomTree US MidCap Fund position as of Q4 2022 after selling out during the quarter.
  • American Trust sold 8,896 WisdomTree US MidCap Fund shares in Q4 2022, an estimated $391K.
  • American Trust first reported a position in WisdomTree US MidCap Fund in Q3 2022 and held it in 1 quarter.
  • American Trust's WisdomTree US MidCap Fund position peaked at $391K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2022.

Based on American Trust's 13F filing for Q4 2022, filed 16 Feb 2023.