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Cornerstone Advisory’s WisdomTree US MidCap Fund EZM Stock Holding History

Cornerstone Advisory’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
Q4 		– Sell
-6,024
Closed -$249K – 146
2018
Q3 		$249K Hold
6,024
– – 0.07% 129
2018
Q2 		$242K Sell
6,024
-3,370
-36% -$134K 0.08% 128
2018
Q1 		$363K Sell
9,394
-68
-0.7% -$2.7K 0.13% 106
2017
Q4 		$375K Sell
9,462
-5,999
-39% -$230K 0.13% 109
2017
Q3 		$575K Buy
15,461
+170
+1% +$6.12K 0.19% 85
2017
Q2 		$547K Buy
15,291
+7,150
+88% +$254K 0.18% 85
2017
Q1 		$287K Buy
8,141
+860
+12% +$30.1K 0.14% 92
2016
Q4 		$249K Sell
7,281
-132
-2% -$4.33K 0.19% 75
2016
Q3 		$236K Sell
7,413
-450
-6% -$14.2K 0.19% 72
2016
Q2 		$239K Sell
7,863
-1,260
-14% -$38.2K 0.2% 70
2016
Q1 		$274K Buy
9,123
+1,143
+14% +$31.8K 0.23% 65
2015
Q4 		$232K Buy
+7,980
New +$239K 0.2% 69

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
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Cornerstone Advisory's EZM Position: Q4 2018 in Review

Cornerstone Advisory sold out of WisdomTree US MidCap Fund (EZM) in Q4 2018, closing a stake of 6,024 shares — an estimated $249K sold.

Cornerstone Advisory first reported a position in EZM in Q4 2015 and held it in 12 quarters. The position peaked at $575K in Q3 2017. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2018.

  • Cornerstone Advisory reported no remaining WisdomTree US MidCap Fund position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Advisory sold 6,024 WisdomTree US MidCap Fund shares in Q4 2018, an estimated $249K.
  • Cornerstone Advisory first reported a position in WisdomTree US MidCap Fund in Q4 2015 and held it in 12 quarters.
  • Cornerstone Advisory's WisdomTree US MidCap Fund position peaked at $575K in Q3 2017.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2018.

Based on Cornerstone Advisory's 13F filing for Q4 2018, filed 12 Feb 2019.