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

Bradley Foster & Sargent’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
2022 Q2	–	Sell	-17,240	Closed	-$943K	–	449
2022 Q1	$943K	Hold	17,240	–	–	0.02%	267
2021 Q4	$970K	Hold	17,240	–	–	0.02%	255
2021 Q3	$897K	Hold	17,240	–	–	0.02%	247
2021 Q2	$903K	Hold	17,240	–	–	0.02%	241
2021 Q1	$878K	Hold	17,240	–	–	0.02%	239
2020 Q4	$749K	Hold	17,240	–	–	0.02%	251
2020 Q3	$589K	Buy	+17,240	New	+$593K	0.02%	242
2020 Q1	$455K	Hold	17,240	–	–	0.02%	237
2019 Q4	$726K	Hold	17,240	–	–	0.02%	244
2019 Q3	$680K	Hold	17,240	–	–	0.02%	234
2019 Q2	$690K	Hold	17,240	–	–	0.02%	237
2019 Q1	$678K	Sell	17,240 -2,580	-13%	-$99.7K	0.02%	237
2018 Q4	$680K	Sell	19,820 -1,180	-6%	-$44.4K	0.03%	231
2018 Q3	$869K	Hold	21,000	–	–	0.03%	234
2018 Q2	$844K	Hold	21,000	–	–	0.03%	237
2018 Q1	$812K	Buy	+21,000	New	+$834K	0.03%	234

Other funds holding EZM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bradley Foster & Sargent's EZM Position: Q2 2022 in Review

Bradley Foster & Sargent sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 17,240 shares — an estimated $943K sold.

Bradley Foster & Sargent first reported a position in EZM in Q1 2018 and held it in 16 quarters. The position peaked at $970K in Q4 2021. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

Bradley Foster & Sargent reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
Bradley Foster & Sargent sold 17,240 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $943K.
Bradley Foster & Sargent first reported a position in WisdomTree US MidCap Fund in Q1 2018 and held it in 16 quarters.
Bradley Foster & Sargent's WisdomTree US MidCap Fund position peaked at $970K in Q4 2021.
136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on Bradley Foster & Sargent's 13F filing for Q2 2022, filed 11 Aug 2022.