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Fusion Family Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Fusion Family Wealth’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
-474
Closed -$17K – 297
2017
Q1 		$17K Hold
474
– – 0.01% 177
2016
Q4 		$16K Buy
+474
New +$15.5K 0.01% 205

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

Fusion Family Wealth's EZM Position: Q2 2017 in Review

Fusion Family Wealth sold out of WisdomTree US MidCap Fund (EZM) in Q2 2017, closing a stake of 474 shares — an estimated $17K sold.

Fusion Family Wealth first reported a position in EZM in Q4 2016 and held it in 2 quarters. The position peaked at $17K in Q1 2017. 92 funds tracked by Wall St. Rank hold EZM as of Q2 2017.

  • Fusion Family Wealth reported no remaining WisdomTree US MidCap Fund position as of Q2 2017 after selling out during the quarter.
  • Fusion Family Wealth sold 474 WisdomTree US MidCap Fund shares in Q2 2017, an estimated $17K.
  • Fusion Family Wealth first reported a position in WisdomTree US MidCap Fund in Q4 2016 and held it in 2 quarters.
  • Fusion Family Wealth's WisdomTree US MidCap Fund position peaked at $17K in Q1 2017.
  • 92 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2017.

Based on Fusion Family Wealth's 13F filing for Q2 2017, filed 7 Aug 2017.