M&T Bank’s WisdomTree US MidCap Fund EZM Stock Holding History

M&T Bank’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
2019 Q2	–	Sell	-5,100	Closed	-$201K	–	1630
2019 Q1	$201K	Sell	5,100 -4,200	-45%	-$162K	﹤0.01%	1417
2018 Q4	$319K	Buy	9,300 +4,200	+82%	+$158K	﹤0.01%	1089
2018 Q3	$211K	Sell	5,100 -4,200	-45%	-$174K	﹤0.01%	1406
2018 Q2	$374K	Hold	9,300	–	–	﹤0.01%	1138
2018 Q1	$360K	Hold	9,300	–	–	﹤0.01%	1137
2017 Q4	$369K	Hold	9,300	–	–	﹤0.01%	1151
2017 Q3	$346K	Hold	9,300	–	–	﹤0.01%	1152
2017 Q2	$333K	Hold	9,300	–	–	﹤0.01%	1158
2017 Q1	$328K	Hold	9,300	–	–	﹤0.01%	1194
2016 Q4	$318K	Hold	9,300	–	–	﹤0.01%	1250
2016 Q3	$297K	Hold	9,300	–	–	﹤0.01%	1282
2016 Q2	$283K	Hold	9,300	–	–	﹤0.01%	1278
2016 Q1	$279K	Hold	9,300	–	–	﹤0.01%	1313
2015 Q4	$270K	Sell	9,300 -237	-2%	-$7.1K	﹤0.01%	1343
2015 Q3	$273K	Buy	9,537 +237	+3%	+$7.23K	﹤0.01%	1360
2015 Q2	$295K	Hold	9,300	–	–	﹤0.01%	1494
2015 Q1	$299K	Hold	9,300	–	–	﹤0.01%	1452
2014 Q4	$287K	Hold	9,300	–	–	﹤0.01%	1517
2014 Q3	$271K	Buy	+9,300	New	+$281K	﹤0.01%	1639

Other funds holding EZM

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

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

M&T Bank's EZM Position: Q2 2019 in Review

M&T Bank sold out of WisdomTree US MidCap Fund (EZM) in Q2 2019, closing a stake of 5,100 shares — an estimated $201K sold.

M&T Bank first reported a position in EZM in Q3 2014 and held it in 19 quarters. The position peaked at $374K in Q2 2018. 134 funds tracked by Wall St. Rank hold EZM as of Q2 2019.

M&T Bank reported no remaining WisdomTree US MidCap Fund position as of Q2 2019 after selling out during the quarter.
M&T Bank sold 5,100 WisdomTree US MidCap Fund shares in Q2 2019, an estimated $201K.
M&T Bank first reported a position in WisdomTree US MidCap Fund in Q3 2014 and held it in 19 quarters.
M&T Bank's WisdomTree US MidCap Fund position peaked at $374K in Q2 2018.
134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2019.

Based on M&T Bank's 13F filing for Q2 2019, filed 12 Aug 2019.