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Laurel Wealth Advisors (North Carolina)’s WisdomTree US MidCap Fund EZM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q3 		– Sell
-6,084
Closed -$352K – 720
2024
Q2 		$352K Sell
6,084
-200
-3% -$11.7K 0.06% 137
2024
Q1 		$383K Hold
6,284
– – 0.07% 135
2023
Q4 		$361K Hold
6,284
– – 0.07% 135
2023
Q3 		$319K Sell
6,284
-200
-3% -$10.6K 0.07% 137
2023
Q2 		$343K Hold
6,484
– – 0.07% 134
2023
Q1 		$323K Hold
6,484
– – 0.07% 137
2022
Q4 		$315K Sell
6,484
-1,000
-13% -$48.7K 0.07% 132
2022
Q3 		$329K Sell
7,484
-800
-10% -$38.9K 0.08% 128
2022
Q2 		$381K Sell
8,284
-100
-1% -$5.07K 0.09% 128
2022
Q1 		$458K Hold
8,384
– – 0.1% 125
2021
Q4 		$472K Hold
8,384
– – 0.1% 124
2021
Q3 		$436K Hold
8,384
– – 0.1% 129
2021
Q2 		$439K Hold
8,384
– – 0.09% 130
2021
Q1 		$427K Hold
8,384
– – 0.1% 124
2020
Q4 		$364K Sell
8,384
-2,000
-19% -$79.4K 0.09% 126
2020
Q3 		$355K Sell
10,384
-500
-5% -$17.2K 0.11% 122
2020
Q2 		$355K Sell
10,884
-2,000
-16% -$61K 0.12% 113
2020
Q1 		$340K Hold
12,884
– – 0.13% 108
2019
Q4 		$542K Hold
12,884
– – 0.17% 99
2019
Q3 		$508K Sell
12,884
-400
-3% -$15.7K 0.17% 102
2019
Q2 		$531K Hold
13,284
– – 0.19% 100
2019
Q1 		$523K Hold
13,284
– – 0.19% 99
2018
Q4 		$456K Buy
+13,284
New +$499K 0.18% 98

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s EZM Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 6,084 shares — an estimated $352K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in EZM in Q4 2018 and held it in 23 quarters. The position peaked at $542K in Q4 2019. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 6,084 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $352K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 23 quarters.
  • Laurel Wealth Advisors (North Carolina)'s WisdomTree US MidCap Fund position peaked at $542K in Q4 2019.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.