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

Evercore Wealth Management’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
2021 Q2	–	Sell	-5,020	Closed	-$256K	–	431
2021 Q1	$256K	Buy	+5,020	New	+$241K	0.01%	389
2018 Q1	–	Sell	-2,661	Closed	-$106K	–	492
2017 Q4	$106K	Hold	2,661	–	–	﹤0.01%	451
2017 Q3	$99K	Buy	+2,661	New	+$95.7K	﹤0.01%	463
2015 Q4	–	Sell	-825	Closed	-$24K	–	1027
2015 Q3	$24K	Hold	825	–	–	﹤0.01%	707
2015 Q2	$26K	Buy	+825	New	+$26.6K	﹤0.01%	744

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Evercore Wealth Management's EZM Position: Q2 2021 in Review

Evercore Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 5,020 shares — an estimated $256K sold.

Evercore Wealth Management first reported a position in EZM in Q2 2015 and held it in 5 quarters. The position peaked at $256K in Q1 2021. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

Evercore Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
Evercore Wealth Management sold 5,020 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $256K.
Evercore Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2015 and held it in 5 quarters.
Evercore Wealth Management's WisdomTree US MidCap Fund position peaked at $256K in Q1 2021.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Evercore Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.