Intelligence Driven Advisers’s WisdomTree US MidCap Fund EZM Stock Holding History

Intelligence Driven Advisers’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
2020 Q3	–	Sell	-10,408	Closed	-$339K	–	84
2020 Q2	$339K	Sell	10,408 -12,088	-54%	-$368K	0.12%	70
2020 Q1	$594K	Sell	22,496 -19,803	-47%	-$733K	0.28%	49
2019 Q4	$1.78M	Sell	42,299 -8,768	-17%	-$357K	0.81%	29
2019 Q3	$2.01M	Sell	51,067 -6,637	-12%	-$260K	0.95%	26
2019 Q2	$2.31M	Sell	57,704 -1,667	-3%	-$66.1K	1.1%	25
2019 Q1	$2.34M	Buy	59,371 +11,305	+24%	+$437K	1.28%	22
2018 Q4	$1.65M	Buy	+48,066	New	+$1.81M	1.04%	31

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

3AM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Intelligence Driven Advisers's EZM Position: Q3 2020 in Review

Intelligence Driven Advisers sold out of WisdomTree US MidCap Fund (EZM) in Q3 2020, closing a stake of 10,408 shares — an estimated $339K sold.

Intelligence Driven Advisers first reported a position in EZM in Q4 2018 and held it in 7 quarters. The position peaked at $2.34M in Q1 2019. 114 funds tracked by Wall St. Rank hold EZM as of Q3 2020.

Intelligence Driven Advisers reported no remaining WisdomTree US MidCap Fund position as of Q3 2020 after selling out during the quarter.
Intelligence Driven Advisers sold 10,408 WisdomTree US MidCap Fund shares in Q3 2020, an estimated $339K.
Intelligence Driven Advisers first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 7 quarters.
Intelligence Driven Advisers's WisdomTree US MidCap Fund position peaked at $2.34M in Q1 2019.
114 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2020.

Based on Intelligence Driven Advisers's 13F filing for Q3 2020, filed 9 Oct 2020.