Joel Isaacson & Co’s WisdomTree US MidCap Fund EZM Stock Holding History

Joel Isaacson & Co’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
2018 Q1	–	Sell	-6,000	Closed	-$238K	–	197
2017 Q4	$238K	Hold	6,000	–	–	0.04%	174
2017 Q3	$223K	Hold	6,000	–	–	0.04%	170
2017 Q2	$215K	Hold	6,000	–	–	0.04%	166
2017 Q1	$212K	Hold	6,000	–	–	0.04%	161
2016 Q4	$205K	Hold	6,000	–	–	0.04%	152
2016 Q3	$191K	Hold	6,000	–	–	0.04%	167
2016 Q2	$183K	Hold	6,000	–	–	0.04%	170
2016 Q1	$180K	Hold	6,000	–	–	0.04%	174
2015 Q4	$174K	Hold	6,000	–	–	0.04%	164
2015 Q3	$172K	Hold	6,000	–	–	0.05%	161
2015 Q2	$190K	Buy	+6,000	New	+$193K	0.05%	170

Other funds holding EZM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Joel Isaacson & Co's EZM Position: Q1 2018 in Review

Joel Isaacson & Co sold out of WisdomTree US MidCap Fund (EZM) in Q1 2018, closing a stake of 6,000 shares — an estimated $238K sold.

Joel Isaacson & Co first reported a position in EZM in Q2 2015 and held it in 11 quarters. The position peaked at $238K in Q4 2017. 115 funds tracked by Wall St. Rank hold EZM as of Q1 2018.

Joel Isaacson & Co reported no remaining WisdomTree US MidCap Fund position as of Q1 2018 after selling out during the quarter.
Joel Isaacson & Co sold 6,000 WisdomTree US MidCap Fund shares in Q1 2018, an estimated $238K.
Joel Isaacson & Co first reported a position in WisdomTree US MidCap Fund in Q2 2015 and held it in 11 quarters.
Joel Isaacson & Co's WisdomTree US MidCap Fund position peaked at $238K in Q4 2017.
115 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2018.

Based on Joel Isaacson & Co's 13F filing for Q1 2018, filed 1 May 2018.