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Intercontinental Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Intercontinental Wealth Advisors’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
Q1 		– Sell
-385
Closed -$13K – 437
2018
Q4 		$13K Buy
+385
New +$14.5K 0.01% 341

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Intercontinental Wealth Advisors's EZM Position: Q1 2019 in Review

Intercontinental Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2019, closing a stake of 385 shares — an estimated $13K sold.

Intercontinental Wealth Advisors first reported a position in EZM in Q4 2018 and held it in 1 quarter. The position peaked at $13K in Q4 2018. 132 funds tracked by Wall St. Rank hold EZM as of Q1 2019.

  • Intercontinental Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 385 WisdomTree US MidCap Fund shares in Q1 2019, an estimated $13K.
  • Intercontinental Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's WisdomTree US MidCap Fund position peaked at $13K in Q4 2018.
  • 132 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2019, filed 8 May 2019.