BLB&B Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

BLB&B 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
2015 Q1	–	Sell	-7,950	Closed	-$246K	–	286
2014 Q4	$246K	Hold	7,950	–	–	0.05%	242
2014 Q3	$232K	Hold	7,950	–	–	0.05%	251
2014 Q2	$245K	Hold	7,950	–	–	0.05%	245
2014 Q1	$235K	Buy	7,950 +180	+2%	+$5.19K	0.05%	250
2013 Q4	$224K	Hold	7,770	–	–	0.05%	232
2013 Q3	$204K	Buy	+7,770	New	+$199K	0.05%	229

Other funds holding EZM

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

3AM

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

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

JMPWA

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

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

BLB&B Advisors's EZM Position: Q1 2015 in Review

BLB&B Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2015, closing a stake of 7,950 shares — an estimated $246K sold.

BLB&B Advisors first reported a position in EZM in Q3 2013 and held it in 6 quarters. The position peaked at $246K in Q4 2014. 64 funds tracked by Wall St. Rank hold EZM as of Q1 2015.

BLB&B Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2015 after selling out during the quarter.
BLB&B Advisors sold 7,950 WisdomTree US MidCap Fund shares in Q1 2015, an estimated $246K.
BLB&B Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2013 and held it in 6 quarters.
BLB&B Advisors's WisdomTree US MidCap Fund position peaked at $246K in Q4 2014.
64 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2015.

Based on BLB&B Advisors's 13F filing for Q1 2015, filed 17 Apr 2015.