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Brookstone Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Brookstone Capital Management’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
Q1 		– Sell
-10,438
Closed -$586K – 791
2021
Q4 		$586K Buy
+10,438
New +$574K 0.01% 481

Other funds holding EZM

Bank of America
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brookstone Capital Management's EZM Position: Q1 2022 in Review

Brookstone Capital Management sold out of WisdomTree US MidCap Fund (EZM) in Q1 2022, closing a stake of 10,438 shares — an estimated $586K sold.

Brookstone Capital Management first reported a position in EZM in Q4 2021 and held it in 1 quarter. The position peaked at $586K in Q4 2021. 148 funds tracked by Wall St. Rank hold EZM as of Q1 2022.

  • Brookstone Capital Management reported no remaining WisdomTree US MidCap Fund position as of Q1 2022 after selling out during the quarter.
  • Brookstone Capital Management sold 10,438 WisdomTree US MidCap Fund shares in Q1 2022, an estimated $586K.
  • Brookstone Capital Management first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 1 quarter.
  • Brookstone Capital Management's WisdomTree US MidCap Fund position peaked at $586K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2022.

Based on Brookstone Capital Management's 13F filing for Q1 2022, filed 12 Apr 2022.