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Landaas & Company’s WisdomTree US MidCap Fund EZM Stock Holding History

Landaas & Company’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
Q4 		– Sell
-4,920
Closed -$203K – 54
2018
Q3 		$203K Sell
4,920
-170
-3% -$7.06K 0.16% 58
2018
Q2 		$204K Buy
+5,090
New +$202K 0.16% 53
2018
Q1 		– Sell
-5,136
Closed -$204K – 147
2017
Q4 		$204K Buy
5,136
+5
+0.1% +$192 0.18% 49
2017
Q3 		$191K Buy
+5,131
New +$185K 0.17% 50

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 0.83% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Landaas & Company's EZM Position: Q4 2018 in Review

Landaas & Company sold out of WisdomTree US MidCap Fund (EZM) in Q4 2018, closing a stake of 4,920 shares — an estimated $203K sold.

Landaas & Company first reported a position in EZM in Q3 2017 and held it in 4 quarters. The position peaked at $204K in Q2 2018. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2018.

  • Landaas & Company reported no remaining WisdomTree US MidCap Fund position as of Q4 2018 after selling out during the quarter.
  • Landaas & Company sold 4,920 WisdomTree US MidCap Fund shares in Q4 2018, an estimated $203K.
  • Landaas & Company first reported a position in WisdomTree US MidCap Fund in Q3 2017 and held it in 4 quarters.
  • Landaas & Company's WisdomTree US MidCap Fund position peaked at $204K in Q2 2018.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2018.

Based on Landaas & Company's 13F filing for Q4 2018, filed 5 Feb 2019.