Institutional & Family Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Institutional & Family Asset 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
2022 Q2	–	Sell	-19,346	Closed	-$1.06M	–	740
2022 Q1	$1.06M	Sell	19,346 -10,995	-36%	-$597K	0.17%	93
2021 Q4	$1.71M	Buy	30,341 +2,033	+7%	+$112K	0.27%	80
2021 Q3	$1.47M	Sell	28,308 -1,879	-6%	-$98.9K	0.24%	82
2021 Q2	$1.58M	Buy	30,187 +18,996	+170%	+$1.01M	0.26%	83
2021 Q1	$570K	Hold	11,191	–	–	0.11%	116
2020 Q4	$486K	Buy	11,191 +3,144	+39%	+$125K	0.1%	119
2020 Q3	$275K	Buy	+8,047	New	+$277K	0.06%	137

Other funds holding EZM

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

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

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

RJFSA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's EZM Position: Q2 2022 in Review

Institutional & Family Asset Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 19,346 shares — an estimated $1.06M sold.

Institutional & Family Asset Management first reported a position in EZM in Q3 2020 and held it in 7 quarters. The position peaked at $1.71M in Q4 2021. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

Institutional & Family Asset Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 19,346 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $1.06M.
Institutional & Family Asset Management first reported a position in WisdomTree US MidCap Fund in Q3 2020 and held it in 7 quarters.
Institutional & Family Asset Management's WisdomTree US MidCap Fund position peaked at $1.71M in Q4 2021.
136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on Institutional & Family Asset Management's 13F filing for Q2 2022, filed 8 Aug 2022.