Financial Advocates Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Financial Advocates Investment 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	-4,352	Closed	-$222K	–	767
2021 Q1	$222K	Buy	+4,352	New	+$209K	0.02%	688
2019 Q3	–	Sell	-10,400	Closed	-$416K	–	489
2019 Q2	$416K	Buy	10,400 +29	+0.3%	+$1.15K	0.05%	322
2019 Q1	$408K	Buy	10,371 +984	+10%	+$38K	0.05%	308
2018 Q4	$322K	Sell	9,387 -644	-6%	-$24.2K	0.04%	324
2018 Q3	$415K	Buy	10,031 +33	+0.3%	+$1.37K	0.05%	316
2018 Q2	$402K	Buy	9,998 +31	+0.3%	+$1.23K	0.05%	304
2018 Q1	$386K	Buy	9,967 +17	+0.2%	+$675	0.05%	306
2017 Q4	$394K	Buy	+9,950	New	+$382K	0.05%	296

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $424B AUM 22.96% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Financial Advocates Investment Management's EZM Position: Q2 2021 in Review

Financial Advocates Investment Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 4,352 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in EZM in Q4 2017 and held it in 8 quarters. The position peaked at $416K in Q2 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

Financial Advocates Investment Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 4,352 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $222K.
Financial Advocates Investment Management first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 8 quarters.
Financial Advocates Investment Management's WisdomTree US MidCap Fund position peaked at $416K in Q2 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Financial Advocates Investment Management's 13F filing for Q2 2021, filed 3 Aug 2021.