First Allied Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-869	Closed	-$33K	–	1301
2019 Q3	$33K	Buy	+869	New	+$34K	﹤0.01%	1411
2018 Q1	–	Sell	-624	Closed	-$25K	–	1241
2017 Q4	$25K	Buy	+624	New	+$24K	﹤0.01%	1379

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

First Allied Advisory Services's EZM Position: Q4 2019 in Review

First Allied Advisory Services sold out of WisdomTree US MidCap Fund (EZM) in Q4 2019, closing a stake of 869 shares — an estimated $33K sold.

First Allied Advisory Services first reported a position in EZM in Q4 2017 and held it in 2 quarters. The position peaked at $33K in Q3 2019. 158 funds tracked by Wall St. Rank hold EZM as of Q4 2019.

First Allied Advisory Services reported no remaining WisdomTree US MidCap Fund position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 869 WisdomTree US MidCap Fund shares in Q4 2019, an estimated $33K.
First Allied Advisory Services first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's WisdomTree US MidCap Fund position peaked at $33K in Q3 2019.
158 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.