Family Legacy Inc’s WisdomTree US MidCap Fund EZM Stock Holding History

Family Legacy Inc’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
2020 Q2	–	Sell	-50,916	Closed	-$1.34M	–	115
2020 Q1	$1.34M	Buy	50,916 +1,058	+2%	+$39.1K	0.97%	43
2019 Q4	$2.09M	Buy	49,858 +217	+0.4%	+$8.83K	1.19%	33
2019 Q3	$2.04M	Buy	49,641 +976	+2%	+$38.2K	1.27%	31
2019 Q2	$1.95M	Buy	48,665 +302	+0.6%	+$12K	1.52%	21
2019 Q1	$1.97M	Buy	48,363 +869	+2%	+$33.6K	1.6%	22
2018 Q4	$1.63M	Buy	47,494 +1,573	+3%	+$59.1K	1.46%	23
2018 Q3	$1.9M	Buy	45,921 +206	+0.5%	+$8.55K	1.55%	20
2018 Q2	$1.84M	Buy	45,715 +1,227	+3%	+$48.7K	1.59%	23
2018 Q1	$1.72M	Buy	44,488 +2,118	+5%	+$84.2K	1.59%	21
2017 Q4	$1.68M	Buy	+42,370	New	+$1.63M	1.52%	23
2017 Q3	–	Sell	-41,537	Closed	-$1.49M	–	63
2017 Q2	$1.49M	Buy	41,537 +221	+0.5%	+$7.84K	1.49%	26
2017 Q1	$1.46M	Buy	+41,316	New	+$1.45M	1.52%	26

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Family Legacy Inc's EZM Position: Q2 2020 in Review

Family Legacy Inc sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 50,916 shares — an estimated $1.34M sold.

Family Legacy Inc first reported a position in EZM in Q1 2017 and held it in 12 quarters. The position peaked at $2.09M in Q4 2019. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

Family Legacy Inc reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
Family Legacy Inc sold 50,916 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $1.34M.
Family Legacy Inc first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 12 quarters.
Family Legacy Inc's WisdomTree US MidCap Fund position peaked at $2.09M in Q4 2019.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on Family Legacy Inc's 13F filing for Q2 2020, filed 20 Jul 2020.