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Lloyd Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Lloyd Advisory Services’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
Q1 		– Sell
-652
Closed -$27K – 309
2019
Q4 		$27K Buy
+652
New +$26.5K 0.02% 173

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3AM
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Envestnet Asset Management
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Raymond James Financial Services Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Lloyd Advisory Services's EZM Position: Q1 2020 in Review

Lloyd Advisory Services sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 652 shares — an estimated $27K sold.

Lloyd Advisory Services first reported a position in EZM in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

  • Lloyd Advisory Services reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
  • Lloyd Advisory Services sold 652 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $27K.
  • Lloyd Advisory Services first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 1 quarter.
  • Lloyd Advisory Services's WisdomTree US MidCap Fund position peaked at $27K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Lloyd Advisory Services's 13F filing for Q1 2020, filed 3 Jun 2020.