LS Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

LS Investment Advisors’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
2016 Q1	–	Sell	-360	Closed	-$10K	–	1853
2015 Q4	$10K	Hold	360	–	–	﹤0.01%	1652
2015 Q3	$10K	Hold	360	–	–	﹤0.01%	1649
2015 Q2	$11K	Hold	360	–	–	﹤0.01%	1655
2015 Q1	$12K	Hold	360	–	–	﹤0.01%	794
2014 Q4	$11K	Hold	360	–	–	﹤0.01%	809
2014 Q3	$11K	Hold	360	–	–	﹤0.01%	809
2014 Q2	$11K	Hold	360	–	–	﹤0.01%	807
2014 Q1	$11K	Hold	360	–	–	﹤0.01%	796
2013 Q4	$10K	Buy	+360	New	+$9.94K	﹤0.01%	865

Other funds holding EZM

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

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

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

3AM

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

JMPWA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

NFC

Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return

LS Investment Advisors's EZM Position: Q1 2016 in Review

LS Investment Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2016, closing a stake of 360 shares — an estimated $10K sold.

LS Investment Advisors first reported a position in EZM in Q4 2013 and held it in 9 quarters. The position peaked at $12K in Q1 2015. 75 funds tracked by Wall St. Rank hold EZM as of Q1 2016.

LS Investment Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2016 after selling out during the quarter.
LS Investment Advisors sold 360 WisdomTree US MidCap Fund shares in Q1 2016, an estimated $10K.
LS Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2013 and held it in 9 quarters.
LS Investment Advisors's WisdomTree US MidCap Fund position peaked at $12K in Q1 2015.
75 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2016.

Based on LS Investment Advisors's 13F filing for Q1 2016, filed 10 May 2016.