Daido Life Insurance Company’s WisdomTree US MidCap Fund EZM Stock Holding History

Daido Life Insurance Company’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
2019 Q4	–	Sell	-391,964	Closed	-$15.5M	–	14
2019 Q3	$15.5M	Buy	391,964 +47,438	+14%	+$1.86M	1.19%	9
2019 Q2	$13.8M	Hold	344,526	–	–	1.01%	13
2019 Q1	$13.6M	Hold	344,526	–	–	1.09%	13
2018 Q4	$11.8M	Hold	344,526	–	–	1.11%	12
2018 Q3	$14.3M	Hold	344,526	–	–	1.19%	14
2018 Q2	$13.8M	Buy	344,526 +225,313	+189%	+$8.94M	1.06%	11
2018 Q1	$4.61M	Buy	+119,213	New	+$4.74M	0.45%	10

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Daido Life Insurance Company's EZM Position: Q4 2019 in Review

Daido Life Insurance Company sold out of WisdomTree US MidCap Fund (EZM) in Q4 2019, closing a stake of 391,964 shares — an estimated $15.5M sold.

Daido Life Insurance Company first reported a position in EZM in Q1 2018 and held it in 7 quarters. The position peaked at $15.5M in Q3 2019. 158 funds tracked by Wall St. Rank hold EZM as of Q4 2019.

Daido Life Insurance Company reported no remaining WisdomTree US MidCap Fund position as of Q4 2019 after selling out during the quarter.
Daido Life Insurance Company sold 391,964 WisdomTree US MidCap Fund shares in Q4 2019, an estimated $15.5M.
Daido Life Insurance Company first reported a position in WisdomTree US MidCap Fund in Q1 2018 and held it in 7 quarters.
Daido Life Insurance Company's WisdomTree US MidCap Fund position peaked at $15.5M in Q3 2019.
158 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2019.

Based on Daido Life Insurance Company's 13F filing for Q4 2019, filed 13 Feb 2020.