Certified Advisory Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

Certified Advisory Corp’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
2018 Q4	–	Sell	-186	Closed	-$8K	–	756
2018 Q3	$8K	Buy	+186	New	+$7.72K	﹤0.01%	601

Other funds holding EZM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Certified Advisory Corp's EZM Position: Q4 2018 in Review

Certified Advisory Corp sold out of WisdomTree US MidCap Fund (EZM) in Q4 2018, closing a stake of 186 shares — an estimated $8K sold.

Certified Advisory Corp first reported a position in EZM in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2018.

Certified Advisory Corp reported no remaining WisdomTree US MidCap Fund position as of Q4 2018 after selling out during the quarter.
Certified Advisory Corp sold 186 WisdomTree US MidCap Fund shares in Q4 2018, an estimated $8K.
Certified Advisory Corp first reported a position in WisdomTree US MidCap Fund in Q3 2018 and held it in 1 quarter.
Certified Advisory Corp's WisdomTree US MidCap Fund position peaked at $8K in Q3 2018.
125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2018.

Based on Certified Advisory Corp's 13F filing for Q4 2018, filed 4 Feb 2019.