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FDx Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

FDx Advisors’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
2017
Q3 		– Sell
-10,131
Closed -$363K – 1263
2017
Q2 		$363K Buy
+10,131
New +$359K 0.01% 908
2016
Q3 		– Sell
-9,021
Closed -$275K – 914
2016
Q2 		$275K Buy
9,021
+249
+3% +$7.55K 0.01% 768
2016
Q1 		$263K Sell
8,772
-78
-0.9% -$2.17K 0.01% 773
2015
Q4 		$257K Sell
8,850
-6,948
-44% -$208K 0.01% 765
2015
Q3 		$452K Sell
15,798
-477
-3% -$14.6K 0.04% 486
2015
Q2 		$515K Sell
16,275
-225
-1% -$7.25K 0.03% 566
2015
Q1 		$531K Buy
+16,500
New +$515K 0.01% 916
2014
Q4 		– Sell
-10,851
Closed -$317K – 909
2014
Q3 		$317K Buy
+10,851
New +$328K 0.02% 762

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

FDx Advisors's EZM Position: Q3 2017 in Review

FDx Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2017, closing a stake of 10,131 shares — an estimated $363K sold.

FDx Advisors first reported a position in EZM in Q3 2014 and held it in 8 quarters. The position peaked at $531K in Q1 2015. 84 funds tracked by Wall St. Rank hold EZM as of Q3 2017.

  • FDx Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2017 after selling out during the quarter.
  • FDx Advisors sold 10,131 WisdomTree US MidCap Fund shares in Q3 2017, an estimated $363K.
  • FDx Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2014 and held it in 8 quarters.
  • FDx Advisors's WisdomTree US MidCap Fund position peaked at $531K in Q1 2015.
  • 84 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.