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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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
AW
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.