Independence Trust’s WisdomTree US MidCap Fund EZM Stock Holding History

Independence Trust’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
2016 Q4	–	Sell	-12,210	Closed	-$389K	–	80
2016 Q3	$389K	Hold	12,210	–	–	0.64%	29
2016 Q2	$372K	Sell	12,210 -165	-1%	-$5K	0.57%	35
2016 Q1	$372K	Buy	12,375 +240	+2%	+$6.67K	0.59%	33
2015 Q4	$352K	Buy	12,135 +1,830	+18%	+$54.9K	0.46%	43
2015 Q3	$295K	Buy	+10,305	New	+$315K	0.3%	67

Other funds holding EZM

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

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

Independence Trust's EZM Position: Q4 2016 in Review

Independence Trust sold out of WisdomTree US MidCap Fund (EZM) in Q4 2016, closing a stake of 12,210 shares — an estimated $389K sold.

Independence Trust first reported a position in EZM in Q3 2015 and held it in 5 quarters. The position peaked at $389K in Q3 2016. 83 funds tracked by Wall St. Rank hold EZM as of Q4 2016.

Independence Trust reported no remaining WisdomTree US MidCap Fund position as of Q4 2016 after selling out during the quarter.
Independence Trust sold 12,210 WisdomTree US MidCap Fund shares in Q4 2016, an estimated $389K.
Independence Trust first reported a position in WisdomTree US MidCap Fund in Q3 2015 and held it in 5 quarters.
Independence Trust's WisdomTree US MidCap Fund position peaked at $389K in Q3 2016.
83 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2016.

Based on Independence Trust's 13F filing for Q4 2016, filed 25 Jan 2017.