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Financial Architects (New Jersey)’s WisdomTree US MidCap Fund EZM Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-7,397
Closed -$253K – 303
2020
Q3 		$253K Sell
7,397
-21,173
-74% -$728K 0.06% 227
2020
Q2 		$931K Sell
28,570
-59,036
-67% -$1.8M 0.21% 96
2020
Q1 		$2.31M Sell
87,606
-34,145
-28% -$1.26M 0.63% 33
2019
Q4 		$5.12M Buy
121,751
+1,382
+1% +$56.3K 1.11% 20
2019
Q3 		$4.75M Buy
120,369
+3,663
+3% +$143K 1.11% 20
2019
Q2 		$4.67M Sell
116,706
-937
-0.8% -$37.2K 0.87% 25
2019
Q1 		$4.63M Sell
117,643
-8,583
-7% -$332K 0.79% 27
2018
Q4 		$4.33M Sell
126,226
-5,242
-4% -$197K 0.83% 26
2018
Q3 		$5.44M Sell
131,468
-1,547
-1% -$64.2K 0.89% 22
2018
Q2 		$5.34M Buy
133,015
+1,099
+0.8% +$43.6K 0.95% 22
2018
Q1 		$5.1M Buy
131,916
+2,757
+2% +$110K 1% 18
2017
Q4 		$5.13M Buy
129,159
+2,258
+2% +$86.7K 0.86% 25
2017
Q3 		$4.73M Buy
126,901
+4,691
+4% +$169K 0.84% 24
2017
Q2 		$4.38M Sell
122,210
-53,675
-31% -$1.9M 0.78% 27
2017
Q1 		$6.2M Buy
175,885
+9,244
+6% +$324K 1.1% 22
2016
Q4 		$5.7M Buy
166,641
+68,772
+70% +$2.25M 1.34% 17
2016
Q3 		$3.12M Buy
97,869
+3,234
+3% +$102K 0.84% 25
2016
Q2 		$2.88M Buy
94,635
+5,271
+6% +$160K 0.81% 27
2016
Q1 		$2.68M Sell
89,364
-3,426
-4% -$95.2K 0.96% 23
2015
Q4 		$2.69M Buy
92,790
+1,383
+2% +$41.5K 1.08% 22
2015
Q3 		$2.62M Buy
91,407
+726
+0.8% +$22.2K 1.11% 22
2015
Q2 		$2.87M Buy
90,681
+16,206
+22% +$522K 1.03% 21
2015
Q1 		$2.4M Buy
74,475
+18,120
+32% +$565K 0.93% 21
2014
Q4 		$1.74M Buy
56,355
+25,875
+85% +$776K 0.76% 24
2014
Q3 		$889K Buy
+30,480
New +$922K 0.44% 51

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Architects (New Jersey)'s EZM Position: Q4 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree US MidCap Fund (EZM) in Q4 2020, closing a stake of 7,397 shares — an estimated $253K sold.

Financial Architects (New Jersey) first reported a position in EZM in Q3 2014 and held it in 25 quarters. The position peaked at $6.2M in Q1 2017. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2020.

  • Financial Architects (New Jersey) reported no remaining WisdomTree US MidCap Fund position as of Q4 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 7,397 WisdomTree US MidCap Fund shares in Q4 2020, an estimated $253K.
  • Financial Architects (New Jersey) first reported a position in WisdomTree US MidCap Fund in Q3 2014 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s WisdomTree US MidCap Fund position peaked at $6.2M in Q1 2017.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2020, filed 17 Feb 2021.