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EZM icon

Blankinship & Foster’s WisdomTree US MidCap Fund EZM Stock Holding History

Blankinship & Foster’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
2017
Q2 		– Sell
-5,753
Closed -$203K – 30
2017
Q1 		$203K Buy
+5,753
New +$201K 0.17% 25

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Blankinship & Foster's EZM Position: Q2 2017 in Review

Blankinship & Foster sold out of WisdomTree US MidCap Fund (EZM) in Q2 2017, closing a stake of 5,753 shares — an estimated $203K sold.

Blankinship & Foster first reported a position in EZM in Q1 2017 and held it in 1 quarter. The position peaked at $203K in Q1 2017. 92 funds tracked by Wall St. Rank hold EZM as of Q2 2017.

  • Blankinship & Foster reported no remaining WisdomTree US MidCap Fund position as of Q2 2017 after selling out during the quarter.
  • Blankinship & Foster sold 5,753 WisdomTree US MidCap Fund shares in Q2 2017, an estimated $203K.
  • Blankinship & Foster first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 1 quarter.
  • Blankinship & Foster's WisdomTree US MidCap Fund position peaked at $203K in Q1 2017.
  • 92 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2017.

Based on Blankinship & Foster's 13F filing for Q2 2017, filed 9 Aug 2017.