LBA Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

LBA Wealth Management’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
2017 Q1	$3K	Hold	90	–	–	﹤0.01%	387
2016 Q4	$3K	Hold	90	–	–	﹤0.01%	392
2016 Q3	$3K	Hold	90	–	–	﹤0.01%	401
2016 Q2	$3K	Hold	90	–	–	﹤0.01%	384
2016 Q1	$3K	Hold	90	–	–	﹤0.01%	373
2015 Q4	$3K	Hold	90	–	–	﹤0.01%	363
2015 Q3	$3K	Buy	+90	New	+$2.75K	﹤0.01%	305

Other funds holding EZM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LBA Wealth Management's EZM Position: Q1 2017 in Review

LBA Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2017 at 90 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

LBA Wealth Management first reported a position in EZM in Q3 2015 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold EZM as of Q1 2017.

LBA Wealth Management held 90 shares of WisdomTree US MidCap Fund worth $3K as of Q1 2017.
LBA Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q1 2017.
WisdomTree US MidCap Fund made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #387 holding.
LBA Wealth Management first reported a position in WisdomTree US MidCap Fund in Q3 2015 and has held it in 7 quarters since.
91 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.