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Capital Investment Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Capital Investment Advisory Services’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
2023
Q1 		– Sell
-297
Closed -$14.4K – 885
2022
Q4 		$14.4K Buy
+297
New +$14.5K ﹤0.01% 720
2019
Q3 		– Sell
-249
Closed -$10K – 1396
2019
Q2 		$10K Buy
+249
New +$9.88K ﹤0.01% 969

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital Investment Advisory Services's EZM Position: Q1 2023 in Review

Capital Investment Advisory Services sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 297 shares — an estimated $14.4K sold.

Capital Investment Advisory Services first reported a position in EZM in Q2 2019 and held it in 2 quarters. The position peaked at $14.4K in Q4 2022. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • Capital Investment Advisory Services reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 297 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $14.4K.
  • Capital Investment Advisory Services first reported a position in WisdomTree US MidCap Fund in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's WisdomTree US MidCap Fund position peaked at $14.4K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on Capital Investment Advisory Services's 13F filing for Q1 2023, filed 21 Apr 2023.