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Arkadios Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Arkadios Wealth Advisors’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
2023
Q2 		– Sell
-4,281
Closed -$213K – 623
2023
Q1 		$213K Sell
4,281
-198
-4% -$10.2K 0.03% 552
2022
Q4 		$218K Buy
+4,479
New +$218K 0.03% 504
2022
Q3 		– Sell
-11,146
Closed -$512K – 539
2022
Q2 		$512K Sell
11,146
-4,935
-31% -$250K 0.08% 274
2022
Q1 		$879K Sell
16,081
-6,789
-30% -$368K 0.12% 207
2021
Q4 		$1.29M Sell
22,870
-6,665
-23% -$366K 0.17% 140
2021
Q3 		$1.54M Sell
29,535
-4,689
-14% -$247K 0.22% 109
2021
Q2 		$1.79M Sell
34,224
-979
-3% -$51.9K 0.22% 122
2021
Q1 		$1.79M Buy
35,203
+1,920
+6% +$92.1K 0.3% 87
2020
Q4 		$1.45M Buy
33,283
+32,947
+9,806% +$1.31M 0.3% 88
2020
Q3 		$12.4K Sell
336
-206
-38% -$7.09K 0.01% 704
2020
Q2 		$17.5K Sell
542
-98
-15% -$2.99K 0.01% 565
2020
Q1 		$16.9K Sell
640
-335
-34% -$12.4K 0.01% 521
2019
Q4 		$41.2K Buy
+975
New +$39.7K 0.02% 339

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Arkadios Wealth Advisors's EZM Position: Q2 2023 in Review

Arkadios Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2023, closing a stake of 4,281 shares — an estimated $213K sold.

Arkadios Wealth Advisors first reported a position in EZM in Q4 2019 and held it in 13 quarters. The position peaked at $1.79M in Q2 2021. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

  • Arkadios Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,281 WisdomTree US MidCap Fund shares in Q2 2023, an estimated $213K.
  • Arkadios Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 13 quarters.
  • Arkadios Wealth Advisors's WisdomTree US MidCap Fund position peaked at $1.79M in Q2 2021.
  • 137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.