FHC
EZM icon

First Heartland Consultants’s WisdomTree US MidCap Fund EZM Stock Holding History

First Heartland Consultants’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
Q2 		– Sell
-19,770
Closed -$697K – 340
2017
Q1 		$697K Buy
+19,770
New +$692K 0.19% 143

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
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Heartland Consultants's EZM Position: Q2 2017 in Review

First Heartland Consultants sold out of WisdomTree US MidCap Fund (EZM) in Q2 2017, closing a stake of 19,770 shares — an estimated $697K sold.

First Heartland Consultants first reported a position in EZM in Q1 2017 and held it in 1 quarter. The position peaked at $697K in Q1 2017. 92 funds tracked by Wall St. Rank hold EZM as of Q2 2017.

  • First Heartland Consultants reported no remaining WisdomTree US MidCap Fund position as of Q2 2017 after selling out during the quarter.
  • First Heartland Consultants sold 19,770 WisdomTree US MidCap Fund shares in Q2 2017, an estimated $697K.
  • First Heartland Consultants first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 1 quarter.
  • First Heartland Consultants's WisdomTree US MidCap Fund position peaked at $697K in Q1 2017.
  • 92 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2017.

Based on First Heartland Consultants's 13F filing for Q2 2017, filed 26 Jul 2017.