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Larson Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Larson Financial Group’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
2021
Q1 		– Sell
-461
Closed -$20K – 857
2020
Q4 		$20K Buy
+461
New +$18.3K 0.01% 370

Other funds holding EZM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Larson Financial Group's EZM Position: Q1 2021 in Review

Larson Financial Group sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 461 shares — an estimated $20K sold.

Larson Financial Group first reported a position in EZM in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

  • Larson Financial Group reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
  • Larson Financial Group sold 461 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $20K.
  • Larson Financial Group first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 1 quarter.
  • Larson Financial Group's WisdomTree US MidCap Fund position peaked at $20K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on Larson Financial Group's 13F filing for Q1 2021, filed 8 Apr 2021.