Goldman Sachs’s WisdomTree US MidCap Fund EZM Stock Holding History

Goldman Sachs’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
2020 Q1	–	Sell	-24,860	Closed	-$1.05M	–	5302
2019 Q4	$1.05M	Sell	24,860 -95,450	-79%	-$3.88M	﹤0.01%	4099
2019 Q3	$4.75M	Buy	+120,310	New	+$4.71M	﹤0.01%	2901
2016 Q2	–	Sell	-171,942	Closed	-$5.16M	–	7078
2016 Q1	$5.16M	Sell	171,942 -1,257	-0.7%	-$34.9K	﹤0.01%	2697
2015 Q4	$5.03M	Buy	+173,199	New	+$5.19M	﹤0.01%	2825

Other funds holding EZM

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Goldman Sachs's EZM Position: Q1 2020 in Review

Goldman Sachs sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 24,860 shares — an estimated $1.05M sold.

Goldman Sachs first reported a position in EZM in Q4 2015 and held it in 4 quarters. The position peaked at $5.16M in Q1 2016. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Goldman Sachs reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Goldman Sachs sold 24,860 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $1.05M.
Goldman Sachs first reported a position in WisdomTree US MidCap Fund in Q4 2015 and held it in 4 quarters.
Goldman Sachs's WisdomTree US MidCap Fund position peaked at $5.16M in Q1 2016.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Goldman Sachs's 13F filing for Q1 2020, filed 15 May 2020.