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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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.