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CM Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

CM Wealth 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
Q2 		– Sell
-34,842
Closed -$2.07M – 106
2024
Q1 		$2.07M Buy
+34,842
New +$2M 0.59% 24
2023
Q3 		– Sell
-34,771
Closed -$1.92M – 106
2023
Q2 		$1.92M Buy
+34,771
New +$1.73M 0.63% 20

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CM Wealth Advisors's EZM Position: Q2 2024 in Review

CM Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2024, closing a stake of 34,842 shares — an estimated $2.07M sold.

CM Wealth Advisors first reported a position in EZM in Q2 2023 and held it in 2 quarters. The position peaked at $2.07M in Q1 2024. 145 funds tracked by Wall St. Rank hold EZM as of Q2 2024.

  • CM Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2024 after selling out during the quarter.
  • CM Wealth Advisors sold 34,842 WisdomTree US MidCap Fund shares in Q2 2024, an estimated $2.07M.
  • CM Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2023 and held it in 2 quarters.
  • CM Wealth Advisors's WisdomTree US MidCap Fund position peaked at $2.07M in Q1 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2024.

Based on CM Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.