Ameritas Investment Company’s WisdomTree US MidCap Fund EZM Stock Holding History

Ameritas Investment Company’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
2020 Q2	–	Sell	-1,948	Closed	-$48K	–	705
2020 Q1	$48K	Buy	1,948 +1,651	+556%	+$61.1K	0.01%	713
2019 Q4	$13K	Sell	297 -91	-23%	-$3.7K	﹤0.01%	731
2019 Q3	$15K	Buy	+388	New	+$15.2K	﹤0.01%	1014
2019 Q2	–	Sell	-7,245	Closed	-$285K	–	425
2019 Q1	$285K	Sell	7,245 -14,594	-67%	-$564K	0.05%	255
2018 Q4	$749K	Buy	+21,839	New	+$821K	0.16%	122

Other funds holding EZM

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

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Ameritas Investment Company's EZM Position: Q2 2020 in Review

Ameritas Investment Company sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 1,948 shares — an estimated $48K sold.

Ameritas Investment Company first reported a position in EZM in Q4 2018 and held it in 5 quarters. The position peaked at $749K in Q4 2018. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

Ameritas Investment Company reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
Ameritas Investment Company sold 1,948 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $48K.
Ameritas Investment Company first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 5 quarters.
Ameritas Investment Company's WisdomTree US MidCap Fund position peaked at $749K in Q4 2018.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.