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Copperwynd Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Copperwynd Financial’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
2018
Q2 		– Sell
-59,805
Closed -$2.31M – 93
2018
Q1 		$2.31M Buy
+59,805
New +$2.38M 1.59% 22

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
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return

Copperwynd Financial's EZM Position: Q2 2018 in Review

Copperwynd Financial sold out of WisdomTree US MidCap Fund (EZM) in Q2 2018, closing a stake of 59,805 shares — an estimated $2.31M sold.

Copperwynd Financial first reported a position in EZM in Q1 2018 and held it in 1 quarter. The position peaked at $2.31M in Q1 2018. 124 funds tracked by Wall St. Rank hold EZM as of Q2 2018.

  • Copperwynd Financial reported no remaining WisdomTree US MidCap Fund position as of Q2 2018 after selling out during the quarter.
  • Copperwynd Financial sold 59,805 WisdomTree US MidCap Fund shares in Q2 2018, an estimated $2.31M.
  • Copperwynd Financial first reported a position in WisdomTree US MidCap Fund in Q1 2018 and held it in 1 quarter.
  • Copperwynd Financial's WisdomTree US MidCap Fund position peaked at $2.31M in Q1 2018.
  • 124 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2018.

Based on Copperwynd Financial's 13F filing for Q2 2018, filed 1 Aug 2018.