Barber Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Barber Financial Group’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
2020 Q1	–	Sell	-73,510	Closed	-$3.09M	–	124
2019 Q4	$3.09M	Sell	73,510 -4,161	-5%	-$169K	0.63%	41
2019 Q3	$3.06M	Sell	77,671 -2,683	-3%	-$105K	0.65%	37
2019 Q2	$3.21M	Buy	80,354 +1,373	+2%	+$54.5K	0.75%	30
2019 Q1	$3.11M	Buy	78,981 +5,481	+7%	+$212K	0.61%	34
2018 Q4	$2.52M	Buy	73,500 +4,972	+7%	+$187K	0.54%	37
2018 Q3	$2.83M	Buy	68,528 +5,058	+8%	+$210K	0.68%	39
2018 Q2	$2.55M	Sell	63,470 -4,466	-7%	-$177K	0.74%	33
2018 Q1	$2.63M	Sell	67,936 -24,130	-26%	-$959K	0.7%	41
2017 Q4	$3.65M	Buy	+92,066	New	+$3.54M	0.93%	36

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Barber Financial Group's EZM Position: Q1 2020 in Review

Barber Financial Group sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 73,510 shares — an estimated $3.09M sold.

Barber Financial Group first reported a position in EZM in Q4 2017 and held it in 9 quarters. The position peaked at $3.65M in Q4 2017. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Barber Financial Group reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Barber Financial Group sold 73,510 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $3.09M.
Barber Financial Group first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 9 quarters.
Barber Financial Group's WisdomTree US MidCap Fund position peaked at $3.65M in Q4 2017.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Barber Financial Group's 13F filing for Q1 2020, filed 8 May 2020.