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GeoWealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

GeoWealth Management’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
-21,269
Closed -$839K – 126
2019
Q3 		$839K Buy
+21,269
New +$833K 0.19% 75

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RW
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
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

GeoWealth Management's EZM Position: Q4 2019 in Review

GeoWealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q4 2019, closing a stake of 21,269 shares — an estimated $839K sold.

GeoWealth Management first reported a position in EZM in Q3 2019 and held it in 1 quarter. The position peaked at $839K in Q3 2019. 158 funds tracked by Wall St. Rank hold EZM as of Q4 2019.

  • GeoWealth Management reported no remaining WisdomTree US MidCap Fund position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 21,269 WisdomTree US MidCap Fund shares in Q4 2019, an estimated $839K.
  • GeoWealth Management first reported a position in WisdomTree US MidCap Fund in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's WisdomTree US MidCap Fund position peaked at $839K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.