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IFP Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

IFP Advisors’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
2023
Q1 		– Sell
-24,662
Closed -$990K – 3729
2022
Q4 		$990K Sell
24,662
-315
-1% -$15.3K 0.03% 622
2022
Q3 		$1M Buy
24,977
+450
+2% +$21.9K 0.03% 639
2022
Q2 		$983K Hold
24,527
– – 0.03% 590
2022
Q1 		$983K Buy
+24,527
New +$1.33M 0.03% 590
2020
Q3 		– Sell
-3,012
Closed -$104K – 2884
2020
Q2 		$97K Sell
3,012
-653
-18% -$19.9K 0.01% 937
2020
Q1 		$102K Sell
3,665
-602
-14% -$22.3K 0.01% 812
2019
Q4 		$181K Sell
4,267
-159
-4% -$6.47K 0.01% 694
2019
Q3 		$174K Buy
+4,426
New +$173K 0.01% 819
2019
Q1 		$352K Sell
9,009
-148
-2% -$5.72K 0.05% 352
2018
Q4 		$311K Sell
9,157
-768
-8% -$28.9K 0.02% 699
2018
Q3 		$410K Buy
9,925
+3,226
+48% +$134K 0.02% 760
2018
Q2 		$269K Buy
6,699
+340
+5% +$13.5K 0.01% 918
2018
Q1 		$252K Hold
6,359
– – 0.01% 892
2017
Q4 		$252K Buy
6,359
+1,121
+21% +$43K 0.01% 893
2017
Q3 		$195K Sell
5,238
-201
-4% -$7.23K 0.01% 1161
2017
Q2 		$195K Sell
5,439
-18,647
-77% -$661K 0.01% 1139
2017
Q1 		$850K Buy
24,086
+1,283
+6% +$44.9K 0.04% 477
2016
Q4 		$780K Buy
22,803
+171
+0.8% +$5.61K 0.04% 458
2016
Q3 		$722K Sell
22,632
-693
-3% -$21.9K 0.04% 452
2016
Q2 		$710K Sell
23,325
-3,702
-14% -$112K 0.04% 436
2016
Q1 		$352K Buy
27,027
+1,536
+6% +$42.7K 0.05% 352
2015
Q4 		$740K Buy
+25,491
New +$764K 0.05% 378

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IFP Advisors's EZM Position: Q1 2023 in Review

IFP Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 24,662 shares — an estimated $990K sold.

IFP Advisors first reported a position in EZM in Q4 2015 and held it in 22 quarters. The position peaked at $1M in Q3 2022. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • IFP Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 24,662 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $990K.
  • IFP Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2015 and held it in 22 quarters.
  • IFP Advisors's WisdomTree US MidCap Fund position peaked at $1M in Q3 2022.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.