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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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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.