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Founders Capital Management (Texas)’s WisdomTree US MidCap Fund EZM Stock Holding History

Founders Capital Management (Texas)’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
2024
Q1 		– Sell
-1,023
Closed -$58.7K – 365
2023
Q4 		$58.7K Hold
1,023
– – 0.04% 126
2023
Q3 		$51.9K Hold
1,023
– – 0.04% 134
2023
Q2 		$54.2K Hold
1,023
– – 0.04% 135
2023
Q1 		$51K Buy
+1,023
New +$52.8K 0.04% 138

Other funds holding EZM

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Founders Capital Management (Texas)'s EZM Position: Q1 2024 in Review

Founders Capital Management (Texas) sold out of WisdomTree US MidCap Fund (EZM) in Q1 2024, closing a stake of 1,023 shares — an estimated $58.7K sold.

Founders Capital Management (Texas) first reported a position in EZM in Q1 2023 and held it in 4 quarters. The position peaked at $58.7K in Q4 2023. 153 funds tracked by Wall St. Rank hold EZM as of Q1 2024.

  • Founders Capital Management (Texas) reported no remaining WisdomTree US MidCap Fund position as of Q1 2024 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 1,023 WisdomTree US MidCap Fund shares in Q1 2024, an estimated $58.7K.
  • Founders Capital Management (Texas) first reported a position in WisdomTree US MidCap Fund in Q1 2023 and held it in 4 quarters.
  • Founders Capital Management (Texas)'s WisdomTree US MidCap Fund position peaked at $58.7K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2024.

Based on Founders Capital Management (Texas)'s 13F filing for Q1 2024, filed 10 Apr 2024.