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EZM icon

BOK Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

BOK Financial’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
2021
Q1 		– Sell
-5,116
Closed -$222K – 919
2020
Q4 		$222K Buy
+5,116
New +$203K ﹤0.01% 846
2020
Q1 		– Sell
-5,116
Closed -$215K – 860
2019
Q4 		$215K Hold
5,116
– – ﹤0.01% 868
2019
Q3 		$202K Hold
5,116
– – ﹤0.01% 855
2019
Q2 		$205K Hold
5,116
– – ﹤0.01% 855
2019
Q1 		$201K Buy
+5,116
New +$198K ﹤0.01% 864
2018
Q4 		– Sell
-5,116
Closed -$212K – 899
2018
Q3 		$212K Hold
5,116
– – 0.01% 866
2018
Q2 		$206K Buy
+5,116
New +$203K 0.01% 864

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BOK Financial's EZM Position: Q1 2021 in Review

BOK Financial sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 5,116 shares — an estimated $222K sold.

BOK Financial first reported a position in EZM in Q2 2018 and held it in 7 quarters. The position peaked at $222K in Q4 2020. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

  • BOK Financial reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
  • BOK Financial sold 5,116 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $222K.
  • BOK Financial first reported a position in WisdomTree US MidCap Fund in Q2 2018 and held it in 7 quarters.
  • BOK Financial's WisdomTree US MidCap Fund position peaked at $222K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on BOK Financial's 13F filing for Q1 2021, filed 21 Apr 2021.