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

LifePlan 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
2020 Q3	$325K	Sell	9,494 -82	-0.9%	-$2.82K	0.14%	99
2020 Q2	$312K	Buy	9,576 +1,177	+14%	+$35.9K	0.14%	103
2020 Q1	$222K	Sell	8,399 -8,258	-50%	-$306K	0.12%	107
2019 Q4	$701K	Buy	16,657 +80	+0.5%	+$3.26K	0.31%	61
2019 Q3	$654K	Sell	16,577 -15,860	-49%	-$621K	0.31%	60
2019 Q2	$1.3M	Sell	32,437 -4,808	-13%	-$191K	0.63%	42
2019 Q1	$1.47M	Sell	37,245 -48,138	-56%	-$1.86M	0.78%	37
2018 Q4	$2.93M	Sell	85,383 -18,245	-18%	-$686K	1.83%	15
2018 Q3	$4.29M	Buy	103,628 +328	+0.3%	+$13.6K	2.32%	11
2018 Q2	$4.15M	Sell	103,300 -36	-0%	-$1.43K	2.32%	10
2018 Q1	$4M	Buy	+103,336	New	+$4.11M	2.33%	13

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJFSA

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

LifePlan Financial Group's EZM Position: Q3 2020 in Review

LifePlan Financial Group reduced its WisdomTree US MidCap Fund (EZM) stake by 0.86% in Q3 2020, selling an estimated $2.82K and leaving 9,494 shares worth $325K. The position accounts for 0.14% of the portfolio, ranked #99.

LifePlan Financial Group first reported a position in EZM in Q1 2018 and has held it in 11 quarters since. The position peaked at $4.29M in Q3 2018. 114 funds tracked by Wall St. Rank hold EZM as of Q3 2020.

LifePlan Financial Group held 9,494 shares of WisdomTree US MidCap Fund worth $325K as of Q3 2020.
LifePlan Financial Group sold 82 WisdomTree US MidCap Fund shares in Q3 2020, an estimated $2.82K.
WisdomTree US MidCap Fund made up 0.14% of LifePlan Financial Group's portfolio in Q3 2020, its #99 holding.
LifePlan Financial Group first reported a position in WisdomTree US MidCap Fund in Q1 2018 and has held it in 11 quarters since.
LifePlan Financial Group's WisdomTree US MidCap Fund position peaked at $4.29M in Q3 2018.
114 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.