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

Insight 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
2024
Q2 		– Sell
-3,316
Closed -$202K – 297
2024
Q1 		$202K Sell
3,316
-247
-7% -$14.2K 0.04% 281
2023
Q4 		$204K Buy
+3,563
New +$184K 0.04% 269
2023
Q3 		– Sell
-4,919
Closed -$260K – 282
2023
Q2 		$260K Sell
4,919
-4,803
-49% -$238K 0.06% 235
2023
Q1 		$484K Sell
9,722
-2,726
-22% -$141K 0.11% 152
2022
Q4 		$603K Buy
+12,448
New +$606K 0.21% 127

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

Insight Advisors's EZM Position: Q2 2024 in Review

Insight Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2024, closing a stake of 3,316 shares — an estimated $202K sold.

Insight Advisors first reported a position in EZM in Q4 2022 and held it in 5 quarters. The position peaked at $603K in Q4 2022. 145 funds tracked by Wall St. Rank hold EZM as of Q2 2024.

  • Insight Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2024 after selling out during the quarter.
  • Insight Advisors sold 3,316 WisdomTree US MidCap Fund shares in Q2 2024, an estimated $202K.
  • Insight Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2022 and held it in 5 quarters.
  • Insight Advisors's WisdomTree US MidCap Fund position peaked at $603K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2024.

Based on Insight Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.