CWM
EZM icon

Concert Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Concert Wealth Management’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
2017
Q3 		– Sell
-24,274
Closed -$864K – 64
2017
Q2 		$864K Buy
24,274
+11,362
+88% +$403K 0.84% 30
2017
Q1 		$1.32M Sell
12,912
-25,398
-66% -$890K 0.3% 96
2016
Q4 		$1.31M Buy
38,310
+8,205
+27% +$269K 0.29% 93
2016
Q3 		$966K Sell
30,105
-9,231
-23% -$292K 0.12% 227
2016
Q2 		$1.2M Sell
39,336
-30
-0.1% -$910 0.16% 177
2016
Q1 		$1.19M Buy
39,366
+66
+0.2% +$1.83K 0.16% 170
2015
Q4 		$1.14M Buy
39,300
+180
+0.5% +$5.4K 0.15% 165
2015
Q3 		$1.12M Sell
39,120
-855
-2% -$26.1K 0.15% 171
2015
Q2 		$1.28M Hold
39,975
– – 0.16% 152
2015
Q1 		$451K Sell
39,975
-1,227
-3% -$38.3K 0.13% 221
2014
Q4 		$1.28M Buy
41,202
+390
+1% +$11.7K 0.2% 136
2014
Q3 		$1.2M Buy
40,812
+225
+0.6% +$6.8K 0.16% 105
2014
Q2 		$1.21M Sell
40,587
-810
-2% -$24K 0.15% 110
2014
Q1 		$1.2M Sell
41,397
-150
-0.4% -$4.32K 0.15% 109
2013
Q4 		$1.2M Sell
41,547
-225
-0.5% -$6.21K 0.15% 107
2013
Q3 		$1.1M Sell
41,772
-135
-0.3% -$3.45K 0.16% 108
2013
Q2 		$1.01M Buy
+41,907
New +$995K 0.15% 104

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

Concert Wealth Management's EZM Position: Q3 2017 in Review

Concert Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2017, closing a stake of 24,274 shares — an estimated $864K sold.

Concert Wealth Management first reported a position in EZM in Q2 2013 and held it in 17 quarters. The position peaked at $1.32M in Q1 2017. 84 funds tracked by Wall St. Rank hold EZM as of Q3 2017.

  • Concert Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 24,274 WisdomTree US MidCap Fund shares in Q3 2017, an estimated $864K.
  • Concert Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's WisdomTree US MidCap Fund position peaked at $1.32M in Q1 2017.
  • 84 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.