Independent Advisor Alliance
EZM icon

Independent Advisor Alliance’s WisdomTree US MidCap Fund EZM Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-11,706
Closed -$493K – 526
2019
Q4 		$493K Buy
+11,706
New +$476K 0.02% 535

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Independent Advisor Alliance's EZM Position: Q1 2020 in Review

Independent Advisor Alliance sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 11,706 shares — an estimated $493K sold.

Independent Advisor Alliance first reported a position in EZM in Q4 2019 and held it in 1 quarter. The position peaked at $493K in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

  • Independent Advisor Alliance reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,706 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $493K.
  • Independent Advisor Alliance first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's WisdomTree US MidCap Fund position peaked at $493K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.