Crestwood Advisors Group
EZM icon

Crestwood Advisors Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Crestwood Advisors Group’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
Q3 		– Sell
-5,577
Closed -$229K – 178
2018
Q2 		$229K Buy
+5,577
New +$221K 0.02% 152

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Crestwood Advisors Group's EZM Position: Q3 2018 in Review

Crestwood Advisors Group sold out of WisdomTree US MidCap Fund (EZM) in Q3 2018, closing a stake of 5,577 shares — an estimated $229K sold.

Crestwood Advisors Group first reported a position in EZM in Q2 2018 and held it in 1 quarter. The position peaked at $229K in Q2 2018. 119 funds tracked by Wall St. Rank hold EZM as of Q3 2018.

  • Crestwood Advisors Group reported no remaining WisdomTree US MidCap Fund position as of Q3 2018 after selling out during the quarter.
  • Crestwood Advisors Group sold 5,577 WisdomTree US MidCap Fund shares in Q3 2018, an estimated $229K.
  • Crestwood Advisors Group first reported a position in WisdomTree US MidCap Fund in Q2 2018 and held it in 1 quarter.
  • Crestwood Advisors Group's WisdomTree US MidCap Fund position peaked at $229K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2018.

Based on Crestwood Advisors Group's 13F filing for Q3 2018, filed 15 Nov 2018.