Kingswood Wealth Advisors
EZM icon

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

Kingswood 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
2024
Q4 		– Sell
-3,323
Closed -$207K – 832
2024
Q3 		$207K Buy
+3,323
New +$199K 0.01% 657

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Kingswood Wealth Advisors's EZM Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 3,323 shares — an estimated $207K sold.

Kingswood Wealth Advisors first reported a position in EZM in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 3,323 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $207K.
  • Kingswood Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's WisdomTree US MidCap Fund position peaked at $207K in Q3 2024.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.