Claraphi Advisory Network’s WisdomTree US MidCap Fund EZM Stock Holding History

Claraphi Advisory Network’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
2020 Q2	–	Sell	-3	Closed	–	–	561
2020 Q1	$0	Buy	+3	New	+$111	﹤0.01%	1203
2018 Q2	–	Sell	-6,908	Closed	-$267K	–	274
2018 Q1	$267K	Buy	6,908 +322	+5%	+$12.8K	0.19%	167
2017 Q4	$261K	Buy	+6,586	New	+$253K	0.2%	159

Other funds holding EZM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Claraphi Advisory Network's EZM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 3 shares.

Claraphi Advisory Network first reported a position in EZM in Q4 2017 and held it in 3 quarters. The position peaked at $267K in Q1 2018. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

Claraphi Advisory Network reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 3 WisdomTree US MidCap Fund shares in Q2 2020.
Claraphi Advisory Network first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 3 quarters.
Claraphi Advisory Network's WisdomTree US MidCap Fund position peaked at $267K in Q1 2018.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.