Barclays
EZM icon

Barclays’s WisdomTree US MidCap Fund EZM Stock Holding History

Barclays’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
Q4 		– Sell
-383
Closed -$20K – 4288
2021
Q3 		$20K Buy
383
+25
+7% +$1.32K ﹤0.01% 4393
2021
Q2 		$19K Buy
+358
New +$19K ﹤0.01% 4507

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays's EZM Position: Q4 2021 in Review

Barclays sold out of WisdomTree US MidCap Fund (EZM) in Q4 2021, closing a stake of 383 shares — an estimated $20K sold.

Barclays first reported a position in EZM in Q2 2021 and held it in 2 quarters. The position peaked at $20K in Q3 2021. 146 funds tracked by Wall St. Rank hold EZM as of Q4 2021.

  • Barclays reported no remaining WisdomTree US MidCap Fund position as of Q4 2021 after selling out during the quarter.
  • Barclays sold 383 WisdomTree US MidCap Fund shares in Q4 2021, an estimated $20K.
  • Barclays first reported a position in WisdomTree US MidCap Fund in Q2 2021 and held it in 2 quarters.
  • Barclays's WisdomTree US MidCap Fund position peaked at $20K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2021.

Based on Barclays's 13F filing for Q4 2021, filed 14 Feb 2022.