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

Bartlett & Co’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	-$6K	–	1165
2020 Q3	$6K	Hold	165	–	–	﹤0.01%	717
2020 Q2	$5K	Hold	165	–	–	﹤0.01%	735
2020 Q1	$4K	Buy	+165	New	+$6.1K	﹤0.01%	736
2019 Q3	$7K	Hold	165	–	–	﹤0.01%	758
2019 Q2	$7K	Hold	165	–	–	﹤0.01%	608
2019 Q1	$6K	Hold	165	–	–	﹤0.01%	605
2018 Q4	$6K	Hold	165	–	–	﹤0.01%	611
2018 Q3	$7K	Hold	165	–	–	﹤0.01%	621
2018 Q2	$7K	Hold	165	–	–	﹤0.01%	613
2018 Q1	$6K	Hold	165	–	–	﹤0.01%	645
2017 Q4	$7K	Hold	165	–	–	﹤0.01%	608
2017 Q3	$6K	Hold	165	–	–	﹤0.01%	606
2017 Q2	$6K	Hold	165	–	–	﹤0.01%	613
2017 Q1	$6K	Hold	165	–	–	﹤0.01%	629
2016 Q4	$6K	Hold	165	–	–	﹤0.01%	626
2016 Q3	$5K	Hold	165	–	–	﹤0.01%	632
2016 Q2	$5K	Hold	165	–	–	﹤0.01%	643
2016 Q1	$5K	Hold	165	–	–	﹤0.01%	640
2015 Q4	$5K	Hold	165	–	–	﹤0.01%	656
2015 Q3	$5K	Hold	165	–	–	﹤0.01%	657
2015 Q2	$5K	Hold	165	–	–	﹤0.01%	664
2015 Q1	$5K	Hold	165	–	–	﹤0.01%	659
2014 Q4	$5K	Hold	165	–	–	﹤0.01%	676
2014 Q3	$5K	Hold	165	–	–	﹤0.01%	638
2014 Q2	$5K	Buy	+165	New	+$4.89K	﹤0.01%	659

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's EZM Position: Q4 2020 in Review

Bartlett & Co sold out of WisdomTree US MidCap Fund (EZM) in Q4 2020, closing a stake of 165 shares — an estimated $6K sold.

Bartlett & Co first reported a position in EZM in Q2 2014 and held it in 25 quarters. The position peaked at $7K in Q3 2019. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2020.

Bartlett & Co reported no remaining WisdomTree US MidCap Fund position as of Q4 2020 after selling out during the quarter.
Bartlett & Co sold 165 WisdomTree US MidCap Fund shares in Q4 2020, an estimated $6K.
Bartlett & Co first reported a position in WisdomTree US MidCap Fund in Q2 2014 and held it in 25 quarters.
Bartlett & Co's WisdomTree US MidCap Fund position peaked at $7K in Q3 2019.
125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2020.

Based on Bartlett & Co's 13F filing for Q4 2020, filed 20 Jan 2021.