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Harvest Investment Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Harvest Investment Services’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
-4,345
Closed -$237K – 162
2022
Q1 		$237K Buy
4,345
+1
+0% +$54 0.14% 160
2021
Q4 		$244K Sell
4,344
-9,122
-68% -$502K 0.1% 221
2021
Q3 		$700K Buy
13,466
+82
+0.6% +$4.32K 0.29% 107
2021
Q2 		$701K Buy
13,384
+329
+3% +$17.4K 0.29% 96
2021
Q1 		$664K Sell
13,055
-416
-3% -$20K 0.3% 102
2020
Q4 		$585K Sell
13,471
-2,770
-17% -$110K 0.3% 90
2020
Q3 		$555K Sell
16,241
-2,033
-11% -$69.9K 0.32% 76
2020
Q2 		$595K Buy
18,274
+6,095
+50% +$186K 0.35% 68
2020
Q1 		$321K Sell
12,179
-8,043
-40% -$298K 0.43% 62
2019
Q4 		$851K Buy
20,222
+8,768
+77% +$357K 0.45% 47
2019
Q3 		$443K Buy
11,454
+1,996
+21% +$78.2K 0.22% 77
2019
Q2 		$379K Buy
9,458
+660
+8% +$26.2K 0.22% 92
2019
Q1 		$351K Buy
8,798
+1,983
+29% +$76.6K 0.2% 90
2018
Q4 		$259K Buy
+6,815
New +$256K 0.24% 91

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 $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
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
DC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harvest Investment Services's EZM Position: Q2 2022 in Review

Harvest Investment Services sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 4,345 shares — an estimated $237K sold.

Harvest Investment Services first reported a position in EZM in Q4 2018 and held it in 14 quarters. The position peaked at $851K in Q4 2019. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

  • Harvest Investment Services reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
  • Harvest Investment Services sold 4,345 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $237K.
  • Harvest Investment Services first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 14 quarters.
  • Harvest Investment Services's WisdomTree US MidCap Fund position peaked at $851K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on Harvest Investment Services's 13F filing for Q2 2022, filed 19 Jul 2022.