Ken Fisher
EZM icon

Ken Fisher’s WisdomTree US MidCap Fund EZM Stock Holding History

Ken Fisher’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
Q3 		– Sell
-5,181
Closed -$207K – 842
2019
Q2 		$207K Buy
+5,181
New +$206K ﹤0.01% 795

Other funds holding EZM

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Ken Fisher's EZM Position: Q3 2019 in Review

Ken Fisher sold out of WisdomTree US MidCap Fund (EZM) in Q3 2019, closing a stake of 5,181 shares — an estimated $207K sold.

Ken Fisher first reported a position in EZM in Q2 2019 and held it in 1 quarter. The position peaked at $207K in Q2 2019. 139 funds tracked by Wall St. Rank hold EZM as of Q3 2019.

  • Ken Fisher reported no remaining WisdomTree US MidCap Fund position as of Q3 2019 after selling out during the quarter.
  • Ken Fisher sold 5,181 WisdomTree US MidCap Fund shares in Q3 2019, an estimated $207K.
  • Ken Fisher first reported a position in WisdomTree US MidCap Fund in Q2 2019 and held it in 1 quarter.
  • Ken Fisher's WisdomTree US MidCap Fund position peaked at $207K in Q2 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2019.

Based on Fisher Asset Management's 13F filing for Q3 2019, filed 29 Oct 2019.