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Destiny Wealth Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-4
Closed -$194 – 327
2022
Q4 		$194 Hold
4
– – ﹤0.01% 669
2022
Q3 		$0 Hold
4
– – ﹤0.01% 586
2022
Q2 		$0 Hold
4
– – ﹤0.01% 618
2022
Q1 		$0 Hold
4
– – ﹤0.01% 561
2021
Q4 		$0 Hold
4
– – ﹤0.01% 547
2021
Q3 		$0 Buy
+4
New +$210 ﹤0.01% 518
2021
Q2 		– Sell
-4
Closed – – 289
2021
Q1 		$0 Hold
4
– – ﹤0.01% 550
2020
Q4 		$0 Buy
+4
New +$159 ﹤0.01% 505

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Destiny Wealth Partners's EZM Position: Q1 2023 in Review

Destiny Wealth Partners sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 4 shares — an estimated $194 sold.

Destiny Wealth Partners first reported a position in EZM in Q4 2020 and held it in 8 quarters. The position peaked at $194 in Q4 2022. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • Destiny Wealth Partners reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 4 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $194.
  • Destiny Wealth Partners first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 8 quarters.
  • Destiny Wealth Partners's WisdomTree US MidCap Fund position peaked at $194 in Q4 2022.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.