Atria Wealth Solutions
EZM icon

Atria Wealth Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Atria Wealth Solutions’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
2022
Q2 		– Sell
-10,959
Closed -$599K – 1712
2022
Q1 		$599K Buy
+10,959
New +$595K 0.01% 969

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Raymond James Financial Services Advisors
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Morgan Stanley
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3LCM
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Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Envestnet Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Wealth Solutions's EZM Position: Q2 2022 in Review

Atria Wealth Solutions sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 10,959 shares — an estimated $599K sold.

Atria Wealth Solutions first reported a position in EZM in Q1 2022 and held it in 1 quarter. The position peaked at $599K in Q1 2022. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

  • Atria Wealth Solutions reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,959 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $599K.
  • Atria Wealth Solutions first reported a position in WisdomTree US MidCap Fund in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's WisdomTree US MidCap Fund position peaked at $599K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.