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	–	346
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

Suntrust Banks Atlanta, Georgia $19.1B AUM 0.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return