AWM
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Avior Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Avior Wealth Management’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
Q2 		– Sell
-612
Closed -$31K – 1069
2021
Q1 		$31K Buy
+612
New +$29.4K ﹤0.01% 569

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Avior Wealth Management's EZM Position: Q2 2021 in Review

Avior Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 612 shares — an estimated $31K sold.

Avior Wealth Management first reported a position in EZM in Q1 2021 and held it in 1 quarter. The position peaked at $31K in Q1 2021. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

  • Avior Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
  • Avior Wealth Management sold 612 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $31K.
  • Avior Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2021 and held it in 1 quarter.
  • Avior Wealth Management's WisdomTree US MidCap Fund position peaked at $31K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Avior Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.