Bartlett & Co Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Bartlett & Co Wealth 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
2020 Q4	–	Sell	-165	Closed	-$5.64K	–	1211
2020 Q3	$5.64K	Hold	165	–	–	﹤0.01%	727
2020 Q2	$5.38K	Hold	165	–	–	﹤0.01%	734
2020 Q1	$4.36K	Hold	165	–	–	﹤0.01%	734
2019 Q4	$6.95K	Hold	165	–	–	﹤0.01%	750
2019 Q3	$6.51K	Hold	165	–	–	﹤0.01%	763
2019 Q2	$6.6K	Hold	165	–	–	﹤0.01%	613
2019 Q1	$6.49K	Hold	165	–	–	﹤0.01%	603
2018 Q4	$5.66K	Hold	165	–	–	﹤0.01%	612
2018 Q3	$6.82K	Hold	165	–	–	﹤0.01%	623
2018 Q2	$6.63K	Hold	165	–	–	﹤0.01%	620
2018 Q1	$6.38K	Buy	+165	New	+$6.56K	﹤0.01%	642

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

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

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

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

RJFSA

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bartlett & Co Wealth Management's EZM Position: Q4 2020 in Review

Bartlett & Co Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q4 2020, closing a stake of 165 shares — an estimated $5.64K sold.

Bartlett & Co Wealth Management first reported a position in EZM in Q1 2018 and held it in 11 quarters. The position peaked at $6.95K in Q4 2019. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2020.

Bartlett & Co Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q4 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 165 WisdomTree US MidCap Fund shares in Q4 2020, an estimated $5.64K.
Bartlett & Co Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2018 and held it in 11 quarters.
Bartlett & Co Wealth Management's WisdomTree US MidCap Fund position peaked at $6.95K in Q4 2019.
125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2020, filed 13 Feb 2024.