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ICA Group Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		– Sell
-555
Closed -$33.9K – 944
2024
Q1 		$33.9K Hold
555
– – 0.01% 640
2023
Q4 		$31.9K Buy
+555
New +$28.7K 0.01% 610
2023
Q3 		– Sell
-555
Closed -$29.4K – 534
2023
Q2 		$29.4K Hold
555
– – 0.01% 609
2023
Q1 		$27.6K Hold
555
– – 0.01% 600
2022
Q4 		$27K Buy
+555
New +$27K 0.01% 636

Other funds holding EZM

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ICA Group Wealth Management's EZM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2024, closing a stake of 555 shares — an estimated $33.9K sold.

ICA Group Wealth Management first reported a position in EZM in Q4 2022 and held it in 5 quarters. The position peaked at $33.9K in Q1 2024. 145 funds tracked by Wall St. Rank hold EZM as of Q2 2024.

  • ICA Group Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 555 WisdomTree US MidCap Fund shares in Q2 2024, an estimated $33.9K.
  • ICA Group Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's WisdomTree US MidCap Fund position peaked at $33.9K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.