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EZM icon

Cetera Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Cetera Advisors’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 		$10.2M Buy
167,394
+42,755
+34% +$2.46M 0.08% 246
2023
Q4 		$7.15M Sell
124,639
-838
-0.7% -$43.3K 0.1% 201
2023
Q3 		$6.37M Buy
125,477
+620
+0.5% +$33K 0.1% 208
2023
Q2 		$6.61M Buy
124,857
+2,301
+2% +$114K 0.1% 197
2023
Q1 		$6.1M Sell
122,556
-981
-0.8% -$50.6K 0.1% 209
2022
Q4 		$6.01M Buy
123,537
+312
+0.3% +$15.2K 0.11% 201
2022
Q3 		$5.42M Buy
123,225
+1,828
+2% +$89K 0.14% 161
2022
Q2 		$5.58M Buy
121,397
+12,230
+11% +$620K 0.13% 164
2022
Q1 		$5.97M Sell
109,167
-11,076
-9% -$601K 0.12% 171
2021
Q4 		$6.77M Buy
120,243
+14,003
+13% +$770K 0.14% 152
2021
Q3 		$5.53M Buy
106,240
+98,275
+1,234% +$5.17M 0.11% 197
2021
Q2 		$417K Sell
7,965
-499
-6% -$26.4K 0.01% 904
2021
Q1 		$431K Sell
8,464
-15,074
-64% -$723K 0.01% 795
2020
Q4 		$1.02M Buy
23,538
+1,093
+5% +$43.4K 0.03% 414
2020
Q3 		$767K Sell
22,445
-663
-3% -$22.8K 0.03% 433
2020
Q2 		$753K Sell
23,108
-1,518
-6% -$46.3K 0.03% 428
2020
Q1 		$651K Buy
24,626
+455
+2% +$16.8K 0.03% 406
2019
Q4 		$1.01M Sell
24,171
-258
-1% -$10.5K 0.04% 365
2019
Q3 		$964K Sell
24,429
-2,615
-10% -$102K 0.04% 368
2019
Q2 		$1.08M Buy
+27,044
New +$1.07M 0.05% 356
2019
Q1 		– Sell
-28,742
Closed -$987K – 1252
2018
Q4 		$987K Buy
28,742
+217
+0.8% +$8.16K 0.06% 319
2018
Q3 		$1.18M Buy
28,525
+5,030
+21% +$209K 0.06% 307
2018
Q2 		$945K Sell
23,495
-305
-1% -$12.1K 0.05% 335
2018
Q1 		$921K Buy
+23,800
New +$946K 0.06% 327
2017
Q4 		– Sell
-24,873
Closed -$926K – 807
2017
Q3 		$926K Hold
24,873
– – 0.06% 335
2017
Q2 		$887K Buy
24,873
+3,269
+15% +$116K 0.06% 334
2017
Q1 		$762K Buy
21,604
+1,849
+9% +$64.8K 0.05% 351
2016
Q4 		$677K Buy
19,755
+336
+2% +$11K 0.05% 344
2016
Q3 		$618K Buy
19,419
+504
+3% +$15.9K 0.05% 359
2016
Q2 		$572K Buy
18,915
+3,468
+22% +$105K 0.04% 389
2016
Q1 		$465K Buy
15,447
+4,944
+47% +$137K 0.04% 418
2015
Q4 		$304K Buy
+10,503
New +$315K 0.03% 532

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

Cetera Advisors's EZM Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 34% in Q1 2024, buying an estimated $2.46M and bringing the position to 167,394 shares worth $10.2M. The position accounts for 0.08% of the portfolio, ranked #246.

Cetera Advisors first reported a position in EZM in Q4 2015 and has held it in 32 quarters since. 153 funds tracked by Wall St. Rank hold EZM as of Q1 2024.

  • Cetera Advisors held 167,394 shares of WisdomTree US MidCap Fund worth $10.2M as of Q1 2024.
  • Cetera Advisors bought 42,755 WisdomTree US MidCap Fund shares in Q1 2024, an estimated $2.46M.
  • WisdomTree US MidCap Fund made up 0.08% of Cetera Advisors's portfolio in Q1 2024, its #246 holding.
  • Cetera Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2015 and has held it in 32 quarters since.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2024.

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