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Cetera Advisor Networks’s WisdomTree US MidCap Fund EZM Stock Holding History

Cetera Advisor Networks’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 		$1.33M Buy
21,743
+475
+2% +$27.3K 0.01% 1278
2023
Q4 		$1.22M Buy
21,268
+9,462
+80% +$489K 0.01% 1255
2023
Q3 		$599K Buy
11,806
+1,690
+17% +$90K ﹤0.01% 1650
2023
Q2 		$536K Buy
10,116
+483
+5% +$24K ﹤0.01% 1665
2023
Q1 		$479K Buy
9,633
+237
+3% +$12.2K ﹤0.01% 1724
2022
Q4 		$457K Buy
+9,396
New +$458K ﹤0.01% 1704
2022
Q3 		– Sell
-5,043
Closed -$232K – 2116
2022
Q2 		$232K Buy
5,043
+573
+13% +$29K ﹤0.01% 1761
2022
Q1 		$244K Sell
4,470
-15
-0.3% -$814 ﹤0.01% 1766
2021
Q4 		$252K Sell
4,485
-186
-4% -$10.2K ﹤0.01% 1717
2021
Q3 		$243K Buy
4,671
+4
+0.1% +$210 ﹤0.01% 1678
2021
Q2 		$245K Buy
+4,667
New +$247K ﹤0.01% 1636
2020
Q3 		– Sell
-4,908
Closed -$160K – 1782
2020
Q2 		$160K Sell
4,908
-3,945
-45% -$120K ﹤0.01% 1243
2020
Q1 		$234K Sell
8,853
-2,593
-23% -$95.9K 0.01% 917
2019
Q4 		$484K Sell
11,446
-309
-3% -$12.6K 0.01% 756
2019
Q3 		$464K Buy
11,755
+471
+4% +$18.4K 0.01% 732
2019
Q2 		$452K Buy
11,284
+2,654
+31% +$105K 0.01% 717
2019
Q1 		$341K Buy
+8,630
New +$334K 0.01% 814
2018
Q4 		– Sell
-5,091
Closed -$211K – 1061
2018
Q3 		$211K Buy
+5,091
New +$211K 0.01% 1022
2017
Q2 		– Sell
-7,794
Closed -$275K – 933
2017
Q1 		$275K Buy
+7,794
New +$273K 0.01% 727
2016
Q4 		– Sell
-7,197
Closed -$230K – 902
2016
Q3 		$230K Buy
+7,197
New +$228K 0.01% 878
2015
Q3 		– Sell
-6,507
Closed -$208K – 829
2015
Q2 		$208K Hold
6,507
– – 0.01% 747
2015
Q1 		$208K Buy
+6,507
New +$203K 0.01% 751
2014
Q3 		– Sell
-6,783
Closed -$208K – 830
2014
Q2 		$208K Buy
+6,783
New +$201K 0.01% 731

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 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 $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cetera Advisor Networks's EZM Position: Q1 2024 in Review

Cetera Advisor Networks increased its WisdomTree US MidCap Fund (EZM) stake by 2.2% in Q1 2024, buying an estimated $27.3K and bringing the position to 21,743 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #1278.

Cetera Advisor Networks first reported a position in EZM in Q2 2014 and has held it in 23 quarters since. 153 funds tracked by Wall St. Rank hold EZM as of Q1 2024.

  • Cetera Advisor Networks held 21,743 shares of WisdomTree US MidCap Fund worth $1.33M as of Q1 2024.
  • Cetera Advisor Networks bought 475 WisdomTree US MidCap Fund shares in Q1 2024, an estimated $27.3K.
  • WisdomTree US MidCap Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1278 holding.
  • Cetera Advisor Networks first reported a position in WisdomTree US MidCap Fund in Q2 2014 and has held it in 23 quarters since.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.