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Ground Swell Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Ground Swell Capital’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
2014
Q3 		$110K Buy
+3,786
New +$114K 0.21% 81

Other funds holding EZM

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ground Swell Capital's EZM Position: Q3 2014 in Review

Ground Swell Capital opened a new position in WisdomTree US MidCap Fund (EZM) in Q3 2014: 3,786 shares worth $110K. The stake represents 0.21% of the portfolio and ranks #81 among its holdings.

60 funds tracked by Wall St. Rank hold EZM as of Q3 2014.

  • Ground Swell Capital held 3,786 shares of WisdomTree US MidCap Fund worth $110K as of Q3 2014.
  • WisdomTree US MidCap Fund was a new Ground Swell Capital position in Q3 2014.
  • WisdomTree US MidCap Fund made up 0.21% of Ground Swell Capital's portfolio in Q3 2014, its #81 holding.
  • 60 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.