BBA
EZM icon

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return