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Barometer Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Barometer Capital 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
2014
Q3 		– Sell
-36,600
Closed -$1.13M – 135
2014
Q2 		$1.13M Buy
+36,600
New +$1.09M 0.21% 63

Other funds holding EZM

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barometer Capital Management's EZM Position: Q3 2014 in Review

Barometer Capital Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2014, closing a stake of 36,600 shares — an estimated $1.13M sold.

Barometer Capital Management first reported a position in EZM in Q2 2014 and held it in 1 quarter. The position peaked at $1.13M in Q2 2014. 60 funds tracked by Wall St. Rank hold EZM as of Q3 2014.

  • Barometer Capital Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2014 after selling out during the quarter.
  • Barometer Capital Management sold 36,600 WisdomTree US MidCap Fund shares in Q3 2014, an estimated $1.13M.
  • Barometer Capital Management first reported a position in WisdomTree US MidCap Fund in Q2 2014 and held it in 1 quarter.
  • Barometer Capital Management's WisdomTree US MidCap Fund position peaked at $1.13M in Q2 2014.
  • 60 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2014.

Based on Barometer Capital Management's 13F filing for Q3 2014, filed 12 Nov 2014.