Brookstone Capital Management
EZM icon

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

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3LCM
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GPWA
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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.