BDO Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$2.38K	Hold	45	–	–	﹤0.01%	839
2023 Q1	$2.24K	Hold	45	–	–	﹤0.01%	897
2022 Q4	$2.19K	Hold	45	–	–	﹤0.01%	864
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	920
2022 Q2	$2K	Sell	45 -45	-50%	-$2.28K	﹤0.01%	892
2022 Q1	$5K	Hold	90	–	–	﹤0.01%	815
2021 Q4	$5K	Hold	90	–	–	﹤0.01%	822
2021 Q3	$5K	Hold	90	–	–	﹤0.01%	820
2021 Q2	$5K	Hold	90	–	–	﹤0.01%	853
2021 Q1	$5K	Hold	90	–	–	﹤0.01%	836
2020 Q4	$4K	Hold	90	–	–	﹤0.01%	661
2020 Q3	$3K	Hold	90	–	–	﹤0.01%	622
2020 Q2	$3K	Hold	90	–	–	﹤0.01%	594
2020 Q1	$2K	Hold	90	–	–	﹤0.01%	670
2019 Q4	$4K	Hold	90	–	–	﹤0.01%	510
2019 Q3	$4K	Hold	90	–	–	﹤0.01%	532
2019 Q2	$4K	Hold	90	–	–	﹤0.01%	522
2019 Q1	$4K	Hold	90	–	–	﹤0.01%	496
2018 Q4	$3K	Hold	90	–	–	﹤0.01%	473
2018 Q3	$4K	Hold	90	–	–	﹤0.01%	515
2018 Q2	$4K	Hold	90	–	–	﹤0.01%	521
2018 Q1	$3K	Hold	90	–	–	﹤0.01%	469
2017 Q4	$4K	Hold	90	–	–	﹤0.01%	384
2017 Q3	$3K	Hold	90	–	–	﹤0.01%	372
2017 Q2	$3K	Buy	+90	New	+$3.19K	﹤0.01%	466

Other funds holding EZM

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

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

BDO Wealth Advisors's EZM Position: Q2 2023 in Review

BDO Wealth Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2023 at 45 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

BDO Wealth Advisors first reported a position in EZM in Q2 2017 and has held it in 25 quarters since. The position peaked at $5K in Q1 2022. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

BDO Wealth Advisors held 45 shares of WisdomTree US MidCap Fund worth $2.38K as of Q2 2023.
BDO Wealth Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2023.
WisdomTree US MidCap Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #839 holding.
BDO Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's WisdomTree US MidCap Fund position peaked at $5K in Q1 2022.
137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.