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HL Financial Services’s WisdomTree US MidCap Fund EZM Stock Holding History

HL Financial 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
2015
Q1 		– Sell
-10,356
Closed -$320K – 684
2014
Q4 		$320K Hold
10,356
– – 0.01% 541
2014
Q3 		$302K Hold
10,356
– – 0.01% 550
2014
Q2 		$319K Sell
10,356
-861
-8% -$25.5K 0.01% 540
2014
Q1 		$332K Buy
+11,217
New +$323K 0.01% 500

Other funds holding EZM

Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

HL Financial Services's EZM Position: Q1 2015 in Review

HL Financial Services sold out of WisdomTree US MidCap Fund (EZM) in Q1 2015, closing a stake of 10,356 shares — an estimated $320K sold.

HL Financial Services first reported a position in EZM in Q1 2014 and held it in 4 quarters. The position peaked at $332K in Q1 2014. 64 funds tracked by Wall St. Rank hold EZM as of Q1 2015.

  • HL Financial Services reported no remaining WisdomTree US MidCap Fund position as of Q1 2015 after selling out during the quarter.
  • HL Financial Services sold 10,356 WisdomTree US MidCap Fund shares in Q1 2015, an estimated $320K.
  • HL Financial Services first reported a position in WisdomTree US MidCap Fund in Q1 2014 and held it in 4 quarters.
  • HL Financial Services's WisdomTree US MidCap Fund position peaked at $332K in Q1 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2015.

Based on HL Financial Services's 13F filing for Q1 2015, filed 23 Apr 2015.