Graves Light Lenhart Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Graves Light Lenhart 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
2022 Q3	–	Sell	-1,500	Closed	-$69K	–	307
2022 Q2	$69K	Hold	1,500	–	–	0.01%	273
2022 Q1	$82K	Hold	1,500	–	–	0.01%	294
2021 Q4	$84K	Hold	1,500	–	–	0.01%	329
2021 Q3	$78K	Hold	1,500	–	–	0.01%	314
2021 Q2	$79K	Hold	1,500	–	–	0.01%	317
2021 Q1	$76K	Hold	1,500	–	–	0.01%	319
2020 Q4	$65K	Buy	+1,500	New	+$59.6K	0.01%	331

Other funds holding EZM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

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

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

3LCM

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Graves Light Lenhart Wealth's EZM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of WisdomTree US MidCap Fund (EZM) in Q3 2022, closing a stake of 1,500 shares — an estimated $69K sold.

Graves Light Lenhart Wealth first reported a position in EZM in Q4 2020 and held it in 7 quarters. The position peaked at $84K in Q4 2021. 121 funds tracked by Wall St. Rank hold EZM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining WisdomTree US MidCap Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,500 WisdomTree US MidCap Fund shares in Q3 2022, an estimated $69K.
Graves Light Lenhart Wealth first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's WisdomTree US MidCap Fund position peaked at $84K in Q4 2021.
121 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.