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

Ameritas 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
2021 Q1	–	Sell	-110	Closed	-$4K	–	3094
2020 Q4	$4K	Sell	110 -49	-31%	-$1.95K	﹤0.01%	2995
2020 Q3	$5K	Buy	159 +1	+0.6%	+$34	﹤0.01%	2970
2020 Q2	$5K	Hold	158	–	–	﹤0.01%	2951
2020 Q1	$4K	Buy	158 +1	+0.6%	+$37	﹤0.01%	2864
2019 Q4	$6K	Buy	157 +1	+0.6%	+$41	﹤0.01%	2872
2019 Q3	$6K	Hold	156	–	–	﹤0.01%	2887
2019 Q2	$6K	Buy	156 +1	+0.6%	+$40	﹤0.01%	2917
2019 Q1	$6K	Hold	155	–	–	﹤0.01%	2823
2018 Q4	$5K	Buy	155 +1	+0.6%	+$38	﹤0.01%	2853
2018 Q3	$6K	Buy	154 +1	+0.7%	+$42	﹤0.01%	2928
2018 Q2	$6K	Hold	153	–	–	﹤0.01%	2913
2018 Q1	$5K	Hold	153	–	–	﹤0.01%	2855
2017 Q4	$1K	Buy	153 +1	+0.7%	+$38	﹤0.01%	2949
2017 Q3	$5K	Hold	152	–	–	﹤0.01%	2914
2017 Q2	$5K	Buy	152 +1	+0.7%	+$35	﹤0.01%	2929
2017 Q1	$5K	Buy	151 +1	+0.7%	+$35	﹤0.01%	2834
2016 Q4	$5K	Buy	+150	New	+$4.92K	﹤0.01%	1220

Other funds holding EZM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3LCM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Ameritas Investment Partners's EZM Position: Q1 2021 in Review

Ameritas Investment Partners sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 110 shares — an estimated $4K sold.

Ameritas Investment Partners first reported a position in EZM in Q4 2016 and held it in 17 quarters. The position peaked at $6K in Q4 2019. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

Ameritas Investment Partners reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
Ameritas Investment Partners sold 110 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $4K.
Ameritas Investment Partners first reported a position in WisdomTree US MidCap Fund in Q4 2016 and held it in 17 quarters.
Ameritas Investment Partners's WisdomTree US MidCap Fund position peaked at $6K in Q4 2019.
134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on Ameritas Investment Partners's 13F filing for Q1 2021, filed 14 May 2021.