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

Inspire 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
2021
Q1 		– Sell
-53
Closed -$2K – 298
2020
Q4 		$2K Buy
+53
New +$2.1K ﹤0.01% 679

Other funds holding EZM

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Inspire Advisors's EZM Position: Q1 2021 in Review

Inspire Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 53 shares — an estimated $2K sold.

Inspire Advisors first reported a position in EZM in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

  • Inspire Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 53 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $2K.
  • Inspire Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's WisdomTree US MidCap Fund position peaked at $2K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.