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Camarda Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Camarda Financial Advisors’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
2019
Q2 		– Sell
-384
Closed -$15K – 513
2019
Q1 		$15K Buy
+384
New +$14.8K 0.03% 159

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TLIC
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Camarda Financial Advisors's EZM Position: Q2 2019 in Review

Camarda Financial Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2019, closing a stake of 384 shares — an estimated $15K sold.

Camarda Financial Advisors first reported a position in EZM in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 134 funds tracked by Wall St. Rank hold EZM as of Q2 2019.

  • Camarda Financial Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 384 WisdomTree US MidCap Fund shares in Q2 2019, an estimated $15K.
  • Camarda Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2019 and held it in 1 quarter.
  • Camarda Financial Advisors's WisdomTree US MidCap Fund position peaked at $15K in Q1 2019.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2019.

Based on Camarda Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.