BS
EZM icon

Banco Santander’s WisdomTree US MidCap Fund EZM Stock Holding History

Banco Santander’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
2017
Q1 		– Sell
-18,240
Closed -$563K – 142
2016
Q4 		$563K Buy
+18,240
New +$598K 0.01% 121

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Banco Santander's EZM Position: Q1 2017 in Review

Banco Santander sold out of WisdomTree US MidCap Fund (EZM) in Q1 2017, closing a stake of 18,240 shares — an estimated $563K sold.

Banco Santander first reported a position in EZM in Q4 2016 and held it in 1 quarter. The position peaked at $563K in Q4 2016. 91 funds tracked by Wall St. Rank hold EZM as of Q1 2017.

  • Banco Santander reported no remaining WisdomTree US MidCap Fund position as of Q1 2017 after selling out during the quarter.
  • Banco Santander sold 18,240 WisdomTree US MidCap Fund shares in Q1 2017, an estimated $563K.
  • Banco Santander first reported a position in WisdomTree US MidCap Fund in Q4 2016 and held it in 1 quarter.
  • Banco Santander's WisdomTree US MidCap Fund position peaked at $563K in Q4 2016.
  • 91 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2017.

Based on Banco Santander's 13F filing for Q1 2017, filed 12 May 2017.