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

IHT 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
2023 Q2	–	Sell	-4,042	Closed	-$201K	–	984
2023 Q1	$201K	Buy	+4,042	New	+$209K	0.01%	860
2021 Q3	–	Sell	-21,052	Closed	-$1.1M	–	862
2021 Q2	$1.1M	Buy	21,052 +6,755	+47%	+$358K	0.07%	301
2021 Q1	$728K	Buy	+14,297	New	+$686K	0.05%	345
2018 Q2	–	Sell	-20,327	Closed	-$766K	–	730
2018 Q1	$766K	Buy	20,327 +384	+2%	+$15.3K	0.21%	131
2017 Q4	$805K	Buy	+19,943	New	+$766K	0.21%	124

Other funds holding EZM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

IHT Wealth Management's EZM Position: Q2 2023 in Review

IHT Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2023, closing a stake of 4,042 shares — an estimated $201K sold.

IHT Wealth Management first reported a position in EZM in Q4 2017 and held it in 5 quarters. The position peaked at $1.1M in Q2 2021. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

IHT Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 4,042 WisdomTree US MidCap Fund shares in Q2 2023, an estimated $201K.
IHT Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 5 quarters.
IHT Wealth Management's WisdomTree US MidCap Fund position peaked at $1.1M in Q2 2021.
137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.