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

Horizon 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
2015
Q1 		– Sell
-6,741
Closed -$208K – 142
2014
Q4 		$208K Buy
+6,741
New +$202K 0.1% 127

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Private Wealth Advisors
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

Horizon Investment Services's EZM Position: Q1 2015 in Review

Horizon Investment Services sold out of WisdomTree US MidCap Fund (EZM) in Q1 2015, closing a stake of 6,741 shares — an estimated $208K sold.

Horizon Investment Services first reported a position in EZM in Q4 2014 and held it in 1 quarter. The position peaked at $208K in Q4 2014. 64 funds tracked by Wall St. Rank hold EZM as of Q1 2015.

  • Horizon Investment Services reported no remaining WisdomTree US MidCap Fund position as of Q1 2015 after selling out during the quarter.
  • Horizon Investment Services sold 6,741 WisdomTree US MidCap Fund shares in Q1 2015, an estimated $208K.
  • Horizon Investment Services first reported a position in WisdomTree US MidCap Fund in Q4 2014 and held it in 1 quarter.
  • Horizon Investment Services's WisdomTree US MidCap Fund position peaked at $208K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2015.

Based on Horizon Investment Services's 13F filing for Q1 2015, filed 15 May 2015.