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Intellectus Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Intellectus Partners’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
2019
Q2 		– Sell
-1,134
Closed -$45K – 256
2019
Q1 		$45K Buy
+1,134
New +$43.8K 0.02% 262
2018
Q4 		– Sell
-1,134
Closed -$47K – 340
2018
Q3 		$47K Hold
1,134
– – 0.02% 353
2018
Q2 		$46K Hold
1,134
– – 0.02% 349
2018
Q1 		$44K Hold
1,134
– – 0.02% 358
2017
Q4 		$45K Hold
1,134
– – 0.02% 351
2017
Q3 		$42K Hold
1,134
– – 0.02% 424
2017
Q2 		$41K Buy
+1,134
New +$40.2K 0.02% 402

Other funds holding EZM

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
RJFSA
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
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

Intellectus Partners's EZM Position: Q2 2019 in Review

Intellectus Partners sold out of WisdomTree US MidCap Fund (EZM) in Q2 2019, closing a stake of 1,134 shares — an estimated $45K sold.

Intellectus Partners first reported a position in EZM in Q2 2017 and held it in 7 quarters. The position peaked at $47K in Q3 2018. 134 funds tracked by Wall St. Rank hold EZM as of Q2 2019.

  • Intellectus Partners reported no remaining WisdomTree US MidCap Fund position as of Q2 2019 after selling out during the quarter.
  • Intellectus Partners sold 1,134 WisdomTree US MidCap Fund shares in Q2 2019, an estimated $45K.
  • Intellectus Partners first reported a position in WisdomTree US MidCap Fund in Q2 2017 and held it in 7 quarters.
  • Intellectus Partners's WisdomTree US MidCap Fund position peaked at $47K in Q3 2018.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.