Castleview Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Castleview Partners’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
2024 Q3	–	Sell	-43	Closed	-$2.48K	–	662
2024 Q2	$2.48K	Hold	43	–	–	﹤0.01%	714
2024 Q1	$2.62K	Hold	43	–	–	﹤0.01%	717
2023 Q4	$2.47K	Hold	43	–	–	﹤0.01%	688
2023 Q3	$2.18K	Hold	43	–	–	﹤0.01%	550
2023 Q2	$2.28K	Hold	43	–	–	﹤0.01%	572
2023 Q1	$2.14K	Hold	43	–	–	﹤0.01%	568
2022 Q4	$2.09K	Hold	43	–	–	﹤0.01%	513
2022 Q3	$2K	Sell	43 -9	-17%	-$438	﹤0.01%	525
2022 Q2	$3.25K	Buy	52 +9	+21%	+$456	﹤0.01%	590
2022 Q1	$2K	Sell	43 -2,377	-98%	-$129K	﹤0.01%	639
2021 Q4	$43	Buy	+2,420	New	+$133K	﹤0.01%	902
2021 Q2	$2K	Buy	+43	New	+$2.28K	﹤0.01%	858

Other funds holding EZM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Castleview Partners's EZM Position: Q3 2024 in Review

Castleview Partners sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 43 shares — an estimated $2.48K sold.

Castleview Partners first reported a position in EZM in Q2 2021 and held it in 12 quarters. The position peaked at $3.25K in Q2 2022. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

Castleview Partners reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
Castleview Partners sold 43 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $2.48K.
Castleview Partners first reported a position in WisdomTree US MidCap Fund in Q2 2021 and held it in 12 quarters.
Castleview Partners's WisdomTree US MidCap Fund position peaked at $3.25K in Q2 2022.
144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.