Clear Point Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Clear Point 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 Q4	–	Sell	-657	Closed	-$41K	–	244
2024 Q3	$41K	Buy	657 +2	+0.3%	+$120	0.03%	217
2024 Q2	$37.9K	Buy	655 +2	+0.3%	+$117	0.03%	213
2024 Q1	$39.8K	Sell	653 -177	-21%	-$10.2K	0.03%	219
2023 Q4	$47.6K	Buy	+830	New	+$42.9K	0.04%	193

Other funds holding EZM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Clear Point Advisors's EZM Position: Q4 2024 in Review

Clear Point Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 657 shares — an estimated $41K sold.

Clear Point Advisors first reported a position in EZM in Q4 2023 and held it in 4 quarters. The position peaked at $47.6K in Q4 2023. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

Clear Point Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 657 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $41K.
Clear Point Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's WisdomTree US MidCap Fund position peaked at $47.6K in Q4 2023.
147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.