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Capital Analysts LLC’s WisdomTree US MidCap Fund EZM Stock Holding History

Capital Analysts LLC’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
2021
Q2 		– Sell
-1,451
Closed -$74K – 984
2021
Q1 		$74K Buy
+1,451
New +$69.6K 0.01% 521

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Capital Analysts LLC's EZM Position: Q2 2021 in Review

Capital Analysts LLC sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 1,451 shares — an estimated $74K sold.

Capital Analysts LLC first reported a position in EZM in Q1 2021 and held it in 1 quarter. The position peaked at $74K in Q1 2021. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

  • Capital Analysts LLC reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
  • Capital Analysts LLC sold 1,451 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $74K.
  • Capital Analysts LLC first reported a position in WisdomTree US MidCap Fund in Q1 2021 and held it in 1 quarter.
  • Capital Analysts LLC's WisdomTree US MidCap Fund position peaked at $74K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Capital Analysts LLC's 13F filing for Q2 2021, filed 5 Aug 2021.