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DB Wealth Management Group’s WisdomTree US MidCap Fund EZM Stock Holding History

DB Wealth Management 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
2023
Q4 		$402 Hold
7
– – ﹤0.01% 363
2023
Q3 		$355 Buy
+7
New +$373 ﹤0.01% 362

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DB Wealth Management Group's EZM Position: Q4 2023 in Review

DB Wealth Management Group held its WisdomTree US MidCap Fund (EZM) position steady in Q4 2023 at 7 shares worth $402. The position accounts for ﹤0.01% of the portfolio, ranked #363.

DB Wealth Management Group first reported a position in EZM in Q3 2023 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2023.

  • DB Wealth Management Group held 7 shares of WisdomTree US MidCap Fund worth $402 as of Q4 2023.
  • DB Wealth Management Group left its WisdomTree US MidCap Fund share count unchanged in Q4 2023.
  • WisdomTree US MidCap Fund made up ﹤0.01% of DB Wealth Management Group's portfolio in Q4 2023, its #363 holding.
  • DB Wealth Management Group first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.