BB&T Securities’s WisdomTree US MidCap Fund EZM Stock Holding History

BB&T Securities’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
2019 Q3	$706K	Sell	17,841 -4,103	-19%	-$161K	0.01%	955
2019 Q2	$877K	Buy	21,944 +868	+4%	+$34.4K	0.01%	870
2019 Q1	$829K	Sell	21,076 -916	-4%	-$35.4K	0.01%	881
2018 Q4	$754K	Sell	21,992 -2,304	-9%	-$86.6K	0.01%	826
2018 Q3	$1M	Hold	24,296	–	–	0.01%	816
2018 Q2	$975K	Sell	24,296 -314	-1%	-$12.5K	0.01%	817
2018 Q1	$951K	Buy	24,610 +188	+0.8%	+$7.47K	0.01%	797
2017 Q4	$969K	Buy	24,422 +734	+3%	+$28.2K	0.01%	759
2017 Q3	$882K	Buy	23,688 +1,100	+5%	+$39.6K	0.01%	791
2017 Q2	$808K	Buy	22,588 +2,797	+14%	+$99.2K	0.01%	812
2017 Q1	$698K	Buy	19,791 +2,772	+16%	+$97.1K	0.01%	776
2016 Q4	$542K	Hold	17,019	–	–	0.01%	807
2016 Q3	$542K	Buy	17,019 +222	+1%	+$7.02K	0.01%	806
2016 Q2	$511K	Hold	16,797	–	–	0.01%	790
2016 Q1	$504K	Sell	16,797 -12,147	-42%	-$338K	0.01%	774
2015 Q4	$840K	Hold	28,944	–	–	0.02%	576
2015 Q3	$828K	Buy	28,944 +3,600	+14%	+$110K	0.02%	558
2015 Q2	$802K	Buy	25,344 +3,720	+17%	+$120K	0.02%	593
2015 Q1	$6.96M	Buy	21,624 +6,537	+43%	+$204K	0.02%	620
2014 Q4	$4.66M	Buy	15,087 +2,430	+19%	+$72.9K	0.01%	726
2014 Q3	$3.69M	Sell	12,657 -150	-1%	-$4.54K	0.01%	790
2014 Q2	$3.95M	Hold	12,807	–	–	0.01%	718
2014 Q1	$3.79M	Buy	12,807 +2,238	+21%	+$64.5K	0.01%	678
2013 Q4	$3.05M	Buy	10,569 +1,500	+17%	+$41.4K	0.01%	711
2013 Q3	$2.38M	Sell	9,069 -150	-2%	-$3.84K	0.01%	721
2013 Q2	$2.21K	Buy	+9,219	New	+$219K	0.01%	715

Other funds holding EZM

Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return

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

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

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

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