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Atria Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Atria Investments’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
2019
Q1 		– Sell
-24,301
Closed -$833K – 962
2018
Q4 		$833K Sell
24,301
-230
-0.9% -$8.65K 0.04% 348
2018
Q3 		$1.01M Buy
24,531
+4,292
+21% +$178K 0.04% 388
2018
Q2 		$813K Buy
20,239
+2,558
+14% +$102K 0.04% 420
2018
Q1 		$684K Buy
17,681
+2,503
+16% +$99.5K 0.03% 434
2017
Q4 		$602K Buy
15,178
+1,458
+11% +$56K 0.03% 448
2017
Q3 		$511K Buy
13,720
+1,599
+13% +$57.5K 0.03% 451
2017
Q2 		$434K Buy
12,121
+1,608
+15% +$57K 0.03% 462
2017
Q1 		$371K Buy
+10,513
New +$368K 0.02% 458
2016
Q1 		– Sell
-24,825
Closed -$674K – 449
2015
Q4 		$674K Buy
24,825
+2,349
+10% +$70.4K 0.07% 185
2015
Q3 		$644K Buy
22,476
+4,170
+23% +$127K 0.09% 157
2015
Q2 		$580K Buy
18,306
+2,127
+13% +$68.6K 0.07% 219
2015
Q1 		$520K Buy
16,179
+411
+3% +$12.8K 0.06% 233
2014
Q4 		$487K Buy
15,768
+4,575
+41% +$137K 0.05% 262
2014
Q3 		$327K Sell
11,193
-3,372
-23% -$102K 0.03% 346
2014
Q2 		$449K Buy
14,565
+3,303
+29% +$97.9K 0.04% 283
2014
Q1 		$334K Buy
11,262
+69
+0.6% +$1.99K 0.03% 343
2013
Q4 		$323K Buy
+11,193
New +$309K 0.03% 365

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Atria Investments's EZM Position: Q1 2019 in Review

Atria Investments sold out of WisdomTree US MidCap Fund (EZM) in Q1 2019, closing a stake of 24,301 shares — an estimated $833K sold.

Atria Investments first reported a position in EZM in Q4 2013 and held it in 17 quarters. The position peaked at $1.01M in Q3 2018. 132 funds tracked by Wall St. Rank hold EZM as of Q1 2019.

  • Atria Investments reported no remaining WisdomTree US MidCap Fund position as of Q1 2019 after selling out during the quarter.
  • Atria Investments sold 24,301 WisdomTree US MidCap Fund shares in Q1 2019, an estimated $833K.
  • Atria Investments first reported a position in WisdomTree US MidCap Fund in Q4 2013 and held it in 17 quarters.
  • Atria Investments's WisdomTree US MidCap Fund position peaked at $1.01M in Q3 2018.
  • 132 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2019.

Based on Atria Investments's 13F filing for Q1 2019, filed 15 May 2019.