Cerity Partners
EZM icon

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

Cerity 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
Q1 		– Sell
-5,098
Closed -$293K – 2301
2023
Q4 		$293K Buy
+5,098
New +$263K ﹤0.01% 1529
2020
Q1 		– Sell
-9,000
Closed -$379K – 468
2019
Q4 		$379K Buy
9,000
+300
+3% +$12.2K 0.02% 383
2019
Q3 		$343K Sell
8,700
-8,500
-49% -$333K 0.02% 375
2019
Q2 		$688K Buy
+17,200
New +$682K 0.04% 285

Other funds holding EZM

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cerity Partners's EZM Position: Q1 2024 in Review

Cerity Partners sold out of WisdomTree US MidCap Fund (EZM) in Q1 2024, closing a stake of 5,098 shares — an estimated $293K sold.

Cerity Partners first reported a position in EZM in Q2 2019 and held it in 4 quarters. The position peaked at $688K in Q2 2019. 153 funds tracked by Wall St. Rank hold EZM as of Q1 2024.

  • Cerity Partners reported no remaining WisdomTree US MidCap Fund position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 5,098 WisdomTree US MidCap Fund shares in Q1 2024, an estimated $293K.
  • Cerity Partners first reported a position in WisdomTree US MidCap Fund in Q2 2019 and held it in 4 quarters.
  • Cerity Partners's WisdomTree US MidCap Fund position peaked at $688K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.