First Horizon Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

First Horizon 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
2023 Q3	–	Sell	-425	Closed	-$22.5K	–	2434
2023 Q2	$22.5K	Buy	425 +2	+0.5%	+$99	﹤0.01%	1221
2023 Q1	$21.1K	Buy	423 +1	+0.2%	+$52	﹤0.01%	1244
2022 Q4	$20.6K	Buy	422 +2	+0.5%	+$97	﹤0.01%	1245
2022 Q3	$18K	Buy	420 +2	+0.5%	+$97	﹤0.01%	1269
2022 Q2	$19K	Buy	+418	New	+$21.2K	﹤0.01%	1304
2022 Q1	–	Sell	-614	Closed	-$34K	–	1887
2021 Q4	$34K	Buy	614 +1	+0.2%	+$55	﹤0.01%	1081
2021 Q3	$31K	Buy	613 +3	+0.5%	+$158	﹤0.01%	1101
2021 Q2	$31K	Sell	610 -187	-23%	-$9.9K	﹤0.01%	948
2021 Q1	$40K	Hold	797	–	–	﹤0.01%	825
2020 Q4	$34K	Buy	797 +6	+0.8%	+$238	﹤0.01%	723
2020 Q3	$27K	Buy	+791	New	+$27.2K	﹤0.01%	724

Other funds holding EZM

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

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

RJFSA

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

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Horizon Advisors's EZM Position: Q3 2023 in Review

First Horizon Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2023, closing a stake of 425 shares — an estimated $22.5K sold.

First Horizon Advisors first reported a position in EZM in Q3 2020 and held it in 11 quarters. The position peaked at $40K in Q1 2021. 137 funds tracked by Wall St. Rank hold EZM as of Q3 2023.

First Horizon Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2023 after selling out during the quarter.
First Horizon Advisors sold 425 WisdomTree US MidCap Fund shares in Q3 2023, an estimated $22.5K.
First Horizon Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2020 and held it in 11 quarters.
First Horizon Advisors's WisdomTree US MidCap Fund position peaked at $40K in Q1 2021.
137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.