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Coppell Advisory Solutions Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-2,010
Closed -$97.7K – 488
2022
Q4 		$97.7K Buy
+2,010
New +$97.9K 0.03% 224

Other funds holding EZM

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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Coppell Advisory Solutions Corp's EZM Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 2,010 shares — an estimated $97.7K sold.

Coppell Advisory Solutions Corp first reported a position in EZM in Q4 2022 and held it in 1 quarter. The position peaked at $97.7K in Q4 2022. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 2,010 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $97.7K.
  • Coppell Advisory Solutions Corp first reported a position in WisdomTree US MidCap Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's WisdomTree US MidCap Fund position peaked at $97.7K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.