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Jackson Grant Investment Advisers’s WisdomTree US MidCap Fund EZM Stock Holding History

Jackson Grant Investment 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
2022
Q4 		– Sell
-81
Closed -$4K – 324
2022
Q3 		$4K Hold
81
– – ﹤0.01% 326
2022
Q2 		$4K Hold
81
– – ﹤0.01% 338
2022
Q1 		$4K Buy
+81
New +$4.39K ﹤0.01% 344
2021
Q4 		– Sell
-81
Closed -$4K – 289
2021
Q3 		$4K Hold
81
– – ﹤0.01% 344
2021
Q2 		$4K Hold
81
– – ﹤0.01% 359
2021
Q1 		$4K Buy
+81
New +$3.89K ﹤0.01% 355

Other funds holding EZM

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 $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Jackson Grant Investment Advisers's EZM Position: Q4 2022 in Review

Jackson Grant Investment Advisers sold out of WisdomTree US MidCap Fund (EZM) in Q4 2022, closing a stake of 81 shares — an estimated $4K sold.

Jackson Grant Investment Advisers first reported a position in EZM in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 131 funds tracked by Wall St. Rank hold EZM as of Q4 2022.

  • Jackson Grant Investment Advisers reported no remaining WisdomTree US MidCap Fund position as of Q4 2022 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 81 WisdomTree US MidCap Fund shares in Q4 2022, an estimated $4K.
  • Jackson Grant Investment Advisers first reported a position in WisdomTree US MidCap Fund in Q1 2021 and held it in 6 quarters.
  • Jackson Grant Investment Advisers's WisdomTree US MidCap Fund position peaked at $4K in Q3 2022.
  • 131 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2022.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2022, filed 26 Jan 2023.