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EWG Elevate’s WisdomTree US MidCap Fund EZM Stock Holding History

EWG Elevate’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
Q2 		– Sell
-29,509
Closed -$1.47M – 102
2023
Q1 		$1.47M Buy
+29,509
New +$1.52M 0.63% 45

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

EWG Elevate's EZM Position: Q2 2023 in Review

EWG Elevate sold out of WisdomTree US MidCap Fund (EZM) in Q2 2023, closing a stake of 29,509 shares — an estimated $1.47M sold.

EWG Elevate first reported a position in EZM in Q1 2023 and held it in 1 quarter. The position peaked at $1.47M in Q1 2023. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

  • EWG Elevate reported no remaining WisdomTree US MidCap Fund position as of Q2 2023 after selling out during the quarter.
  • EWG Elevate sold 29,509 WisdomTree US MidCap Fund shares in Q2 2023, an estimated $1.47M.
  • EWG Elevate first reported a position in WisdomTree US MidCap Fund in Q1 2023 and held it in 1 quarter.
  • EWG Elevate's WisdomTree US MidCap Fund position peaked at $1.47M in Q1 2023.
  • 137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on EWG Elevate's 13F filing for Q2 2023, filed 12 Jul 2023.