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Aris Wealth Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Aris Wealth Services’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
2015
Q3 		$92K Sell
3,207
-534
-14% -$16.3K 0.19% 55
2015
Q2 		$118K Hold
3,741
– – 0.11% 135
2015
Q1 		$120K Buy
+3,741
New +$117K 0.11% 127

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Aris Wealth Services's EZM Position: Q3 2015 in Review

Aris Wealth Services reduced its WisdomTree US MidCap Fund (EZM) stake by 14% in Q3 2015, selling an estimated $16.3K and leaving 3,207 shares worth $92K. The position accounts for 0.19% of the portfolio, ranked #55.

Aris Wealth Services first reported a position in EZM in Q1 2015 and has held it in 3 quarters since. The position peaked at $120K in Q1 2015. 75 funds tracked by Wall St. Rank hold EZM as of Q3 2015.

  • Aris Wealth Services held 3,207 shares of WisdomTree US MidCap Fund worth $92K as of Q3 2015.
  • Aris Wealth Services sold 534 WisdomTree US MidCap Fund shares in Q3 2015, an estimated $16.3K.
  • WisdomTree US MidCap Fund made up 0.19% of Aris Wealth Services's portfolio in Q3 2015, its #55 holding.
  • Aris Wealth Services first reported a position in WisdomTree US MidCap Fund in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's WisdomTree US MidCap Fund position peaked at $120K in Q1 2015.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.