Buckingham Strategic Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Buckingham Strategic Wealth’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
2020 Q1	–	Sell	-7,460	Closed	-$314K	–	483
2019 Q4	$314K	Buy	7,460 +20	+0.3%	+$814	0.03%	348
2019 Q3	$293K	Buy	7,440 +22	+0.3%	+$861	0.03%	330
2019 Q2	$297K	Buy	7,418 +1,818	+32%	+$72.1K	0.03%	344
2019 Q1	$220K	Buy	+5,600	New	+$216K	0.03%	372
2018 Q4	–	Sell	-5,600	Closed	-$232K	–	365
2018 Q3	$232K	Buy	+5,600	New	+$233K	0.04%	318

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Buckingham Strategic Wealth's EZM Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 7,460 shares — an estimated $314K sold.

Buckingham Strategic Wealth first reported a position in EZM in Q3 2018 and held it in 5 quarters. The position peaked at $314K in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Buckingham Strategic Wealth reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 7,460 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $314K.
Buckingham Strategic Wealth first reported a position in WisdomTree US MidCap Fund in Q3 2018 and held it in 5 quarters.
Buckingham Strategic Wealth's WisdomTree US MidCap Fund position peaked at $314K in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.