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B. Riley Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

B. Riley 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
Q1 		– Sell
-5,386
Closed -$262K – 1552
2022
Q4 		$262K Buy
5,386
+730
+16% +$35.6K 0.01% 1108
2022
Q3 		$205K Sell
4,656
-5
-0.1% -$243 0.01% 1217
2022
Q2 		$215K Sell
4,661
-28
-0.6% -$1.42K 0.01% 1021
2022
Q1 		$257K Sell
4,689
-223
-5% -$12.1K 0.01% 1085
2021
Q4 		$277K Buy
4,912
+366
+8% +$20.1K 0.01% 1116
2021
Q3 		$237K Buy
4,546
+183
+4% +$9.63K 0.01% 1158
2021
Q2 		$229K Sell
4,363
-213
-5% -$11.3K 0.01% 1156
2021
Q1 		$234K Buy
+4,576
New +$220K 0.01% 1118
2016
Q4 		– Sell
-17,526
Closed -$559K – 560
2016
Q3 		$559K Buy
17,526
+1,908
+12% +$60.4K 0.11% 227
2016
Q2 		$476K Buy
15,618
+1,362
+10% +$41.3K 0.1% 261
2016
Q1 		$428K Buy
14,256
+477
+3% +$13.3K 0.1% 255
2015
Q4 		$401K Buy
13,779
+870
+7% +$26.1K 0.08% 294
2015
Q3 		$370K Buy
12,909
+2,463
+24% +$75.2K 0.09% 295
2015
Q2 		$331K Buy
10,446
+423
+4% +$13.6K 0.08% 308
2015
Q1 		$323K Sell
10,023
-5,142
-34% -$160K 0.08% 329
2014
Q4 		$468 Buy
15,165
+3,009
+25% +$90.2K 0.01% 964
2014
Q3 		$354K Sell
12,156
-9,006
-43% -$272K 0.09% 299
2014
Q2 		$333K Buy
21,162
+11,562
+120% +$343K 0.08% 289
2014
Q1 		$284K Buy
9,600
+2,235
+30% +$64.4K 0.09% 278
2013
Q4 		$212K Buy
7,365
+2,460
+50% +$67.9K 0.07% 326
2013
Q3 		$129K Buy
+4,905
New +$125K 0.04% 474

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's EZM Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 5,386 shares — an estimated $262K sold.

B. Riley Wealth Advisors first reported a position in EZM in Q3 2013 and held it in 21 quarters. The position peaked at $559K in Q3 2016. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • B. Riley Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,386 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $262K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2013 and held it in 21 quarters.
  • B. Riley Wealth Advisors's WisdomTree US MidCap Fund position peaked at $559K in Q3 2016.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.