Gradient Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Gradient Investments’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
2022 Q2	–	Sell	-172	Closed	-$9K	–	1259
2022 Q1	$9K	Buy	+172	New	+$9.33K	﹤0.01%	792
2021 Q2	–	Sell	-48	Closed	-$2K	–	1187
2021 Q1	$2K	Hold	48	–	–	﹤0.01%	999
2020 Q4	$2K	Hold	48	–	–	﹤0.01%	953
2020 Q3	$2K	Hold	48	–	–	﹤0.01%	958
2020 Q2	$2K	Hold	48	–	–	﹤0.01%	878
2020 Q1	$1K	Hold	48	–	–	﹤0.01%	992
2019 Q4	$2K	Hold	48	–	–	﹤0.01%	936
2019 Q3	$2K	Hold	48	–	–	﹤0.01%	923
2019 Q2	$2K	Hold	48	–	–	﹤0.01%	874
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	744
2018 Q4	$2K	Hold	48	–	–	﹤0.01%	818
2018 Q3	$2K	Hold	48	–	–	﹤0.01%	828
2018 Q2	$2K	Hold	48	–	–	﹤0.01%	813
2018 Q1	$2K	Hold	48	–	–	﹤0.01%	818
2017 Q4	$2K	Buy	+48	New	+$1.84K	﹤0.01%	813
2017 Q3	–	Sell	-117	Closed	-$4K	–	381
2017 Q2	$4K	Sell	117 -252	-68%	-$8.94K	﹤0.01%	604
2017 Q1	$13K	Sell	369 -96	-21%	-$3.36K	﹤0.01%	470
2016 Q4	$16K	Hold	465	–	–	﹤0.01%	380
2016 Q3	$15K	Hold	465	–	–	﹤0.01%	395
2016 Q2	$14K	Sell	465 -705	-60%	-$21.4K	﹤0.01%	383
2016 Q1	$35K	Sell	1,170 -39,528	-97%	-$1.1M	﹤0.01%	276
2015 Q4	$1.18M	Sell	40,698 -254,913	-86%	-$7.64M	0.16%	98
2015 Q3	$8.47M	Buy	295,611 +9,312	+3%	+$284K	1.2%	21
2015 Q2	$9.07M	Buy	286,299 +6,477	+2%	+$209K	1.24%	21
2015 Q1	$9M	Buy	+279,822	New	+$8.73M	1.35%	19

Other funds holding EZM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's EZM Position: Q2 2022 in Review

Gradient Investments sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 172 shares — an estimated $9K sold.

Gradient Investments first reported a position in EZM in Q1 2015 and held it in 25 quarters. The position peaked at $9.07M in Q2 2015. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

Gradient Investments reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
Gradient Investments sold 172 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $9K.
Gradient Investments first reported a position in WisdomTree US MidCap Fund in Q1 2015 and held it in 25 quarters.
Gradient Investments's WisdomTree US MidCap Fund position peaked at $9.07M in Q2 2015.
136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.