IDA
EZM icon

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
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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 $564B AUM 30.12% 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 $75B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return