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Investment Centers of America’s WisdomTree US MidCap Fund EZM Stock Holding History

Investment Centers of America’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
2017
Q4 		– Sell
-45,737
Closed -$1.71M – 139
2017
Q3 		$1.71M Buy
45,737
+6,875
+18% +$247K 0.13% 155
2017
Q2 		$1.39M Buy
38,862
+1,407
+4% +$49.9K 0.11% 174
2017
Q1 		$1.32M Buy
37,455
+762
+2% +$26.7K 0.1% 187
2016
Q4 		$1.26M Buy
36,693
+2,145
+6% +$70.3K 0.11% 176
2016
Q3 		$1.1M Sell
34,548
-114
-0.3% -$3.61K 0.11% 170
2016
Q2 		$1.05M Buy
34,662
+6,357
+22% +$193K 0.12% 164
2016
Q1 		$847K Sell
28,305
-9,738
-26% -$271K 0.09% 201
2015
Q4 		$1.11M Buy
38,043
+3,381
+10% +$101K 0.14% 155
2015
Q3 		$994K Sell
34,662
-5,049
-13% -$154K 0.15% 153
2015
Q2 		$1.26M Buy
39,711
+8,016
+25% +$258K 0.19% 137
2015
Q1 		$1.02M Buy
31,695
+12,534
+65% +$391K 0.15% 154
2014
Q4 		$591K Buy
19,161
+3,888
+25% +$117K 0.13% 182
2014
Q3 		$445K Buy
15,273
+6,843
+81% +$207K 0.08% 242
2014
Q2 		$259K Buy
+8,430
New +$250K 0.06% 267

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 13.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Investment Centers of America's EZM Position: Q4 2017 in Review

Investment Centers of America sold out of WisdomTree US MidCap Fund (EZM) in Q4 2017, closing a stake of 45,737 shares — an estimated $1.71M sold.

Investment Centers of America first reported a position in EZM in Q2 2014 and held it in 14 quarters. The position peaked at $1.71M in Q3 2017. 113 funds tracked by Wall St. Rank hold EZM as of Q4 2017.

  • Investment Centers of America reported no remaining WisdomTree US MidCap Fund position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 45,737 WisdomTree US MidCap Fund shares in Q4 2017, an estimated $1.71M.
  • Investment Centers of America first reported a position in WisdomTree US MidCap Fund in Q2 2014 and held it in 14 quarters.
  • Investment Centers of America's WisdomTree US MidCap Fund position peaked at $1.71M in Q3 2017.
  • 113 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.