Benjamin F. Edwards & Company’s WisdomTree US MidCap Fund EZM Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$33K	Hold	575	–	–	﹤0.01%	1429
2024 Q1	$35K	Hold	575	–	–	﹤0.01%	1397
2023 Q4	$33K	Hold	575	–	–	﹤0.01%	1361
2023 Q3	$29K	Hold	575	–	–	﹤0.01%	1177
2023 Q2	$30K	Hold	575	–	–	﹤0.01%	1189
2023 Q1	$29K	Hold	575	–	–	﹤0.01%	1203
2022 Q4	$28K	Hold	575	–	–	﹤0.01%	1206
2022 Q3	$25K	Hold	575	–	–	﹤0.01%	1204
2022 Q2	$26K	Hold	575	–	–	﹤0.01%	1182
2022 Q1	$31K	Hold	575	–	–	﹤0.01%	1143
2021 Q4	$32K	Hold	575	–	–	﹤0.01%	1138
2021 Q3	$30K	Hold	575	–	–	﹤0.01%	1142
2021 Q2	$30K	Hold	575	–	–	﹤0.01%	1138
2021 Q1	$29K	Hold	575	–	–	﹤0.01%	1131
2020 Q4	$25K	Hold	575	–	–	﹤0.01%	1114
2020 Q3	$20K	Hold	575	–	–	﹤0.01%	1113
2020 Q2	$19K	Hold	575	–	–	﹤0.01%	1143
2020 Q1	$15K	Hold	575	–	–	﹤0.01%	1153
2019 Q4	$24K	Sell	575 -575	-50%	-$23.4K	﹤0.01%	1174
2019 Q3	$45K	Buy	1,150 +575	+100%	+$22.5K	﹤0.01%	955
2019 Q2	$23K	Buy	+575	New	+$22.8K	﹤0.01%	1149

Other funds holding EZM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

RJFSA

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Benjamin F. Edwards & Company's EZM Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2024 at 575 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Benjamin F. Edwards & Company first reported a position in EZM in Q2 2019 and has held it in 21 quarters since. The position peaked at $45K in Q3 2019. 145 funds tracked by Wall St. Rank hold EZM as of Q2 2024.

Benjamin F. Edwards & Company held 575 shares of WisdomTree US MidCap Fund worth $33K as of Q2 2024.
Benjamin F. Edwards & Company left its WisdomTree US MidCap Fund share count unchanged in Q2 2024.
WisdomTree US MidCap Fund made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1429 holding.
Benjamin F. Edwards & Company first reported a position in WisdomTree US MidCap Fund in Q2 2019 and has held it in 21 quarters since.
Benjamin F. Edwards & Company's WisdomTree US MidCap Fund position peaked at $45K in Q3 2019.
145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.