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Life Planning Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Life Planning Partners’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
Q1 		– Sell
-97
Closed -$5.57K – 115
2023
Q4 		$5.57K Buy
+97
New +$5.01K 0.01% 176
2022
Q3 		$4.27K Hold
97
– – ﹤0.01% 147
2022
Q2 		$4K Hold
97
– – ﹤0.01% 148
2022
Q1 		$5K Buy
+97
New +$5.26K 0.01% 145

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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Life Planning Partners's EZM Position: Q1 2024 in Review

Life Planning Partners sold out of WisdomTree US MidCap Fund (EZM) in Q1 2024, closing a stake of 97 shares — an estimated $5.57K sold.

Life Planning Partners first reported a position in EZM in Q1 2022 and held it in 4 quarters. The position peaked at $5.57K in Q4 2023. 153 funds tracked by Wall St. Rank hold EZM as of Q1 2024.

  • Life Planning Partners reported no remaining WisdomTree US MidCap Fund position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 97 WisdomTree US MidCap Fund shares in Q1 2024, an estimated $5.57K.
  • Life Planning Partners first reported a position in WisdomTree US MidCap Fund in Q1 2022 and held it in 4 quarters.
  • Life Planning Partners's WisdomTree US MidCap Fund position peaked at $5.57K in Q4 2023.
  • 153 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.