GKWIM
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Gerber Kawasaki Wealth & Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-834
Closed -$48K – 543
2021
Q3 		$48K Buy
+834
New +$43.9K 0.01% 331

Other funds holding EZM

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 $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EZM Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of WisdomTree US MidCap Fund (EZM) in Q4 2021, closing a stake of 834 shares — an estimated $48K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in EZM in Q3 2021 and held it in 1 quarter. The position peaked at $48K in Q3 2021. 146 funds tracked by Wall St. Rank hold EZM as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining WisdomTree US MidCap Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 834 WisdomTree US MidCap Fund shares in Q4 2021, an estimated $48K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in WisdomTree US MidCap Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's WisdomTree US MidCap Fund position peaked at $48K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.