Manulife (Manufacturers Life Insurance)’s WisdomTree US MidCap Fund EZM Stock Holding History

Manulife (Manufacturers Life Insurance)’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
2018 Q3	–	Sell	-1,368	Closed	-$55K	–	3210
2018 Q2	$55K	Sell	1,368 -212	-13%	-$8.41K	﹤0.01%	3542
2018 Q1	$61K	Buy	1,580 +1,152	+269%	+$45.8K	﹤0.01%	3514
2017 Q4	$17K	Buy	+428	New	+$16.4K	﹤0.01%	3839
2015 Q1	–	Sell	-225	Closed	-$7	–	3994
2014 Q4	$7	Hold	225	–	–	﹤0.01%	3509
2014 Q3	$7	Hold	225	–	–	﹤0.01%	3557
2014 Q2	$7K	Hold	225	–	–	﹤0.01%	3448
2014 Q1	$7	Hold	225	–	–	﹤0.01%	3413
2013 Q4	$6	Buy	+225	New	+$6.21K	﹤0.01%	3468

Other funds holding EZM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return

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

JMPWA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

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

3AM

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

Manulife (Manufacturers Life Insurance)'s EZM Position: Q3 2018 in Review

Manulife (Manufacturers Life Insurance) sold out of WisdomTree US MidCap Fund (EZM) in Q3 2018, closing a stake of 1,368 shares — an estimated $55K sold.

Manulife (Manufacturers Life Insurance) first reported a position in EZM in Q4 2013 and held it in 8 quarters. The position peaked at $61K in Q1 2018. 120 funds tracked by Wall St. Rank hold EZM as of Q3 2018.

Manulife (Manufacturers Life Insurance) reported no remaining WisdomTree US MidCap Fund position as of Q3 2018 after selling out during the quarter.
Manulife (Manufacturers Life Insurance) sold 1,368 WisdomTree US MidCap Fund shares in Q3 2018, an estimated $55K.
Manulife (Manufacturers Life Insurance) first reported a position in WisdomTree US MidCap Fund in Q4 2013 and held it in 8 quarters.
Manulife (Manufacturers Life Insurance)'s WisdomTree US MidCap Fund position peaked at $61K in Q1 2018.
120 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2018.

Based on Manulife (Manufacturers Life Insurance)'s 13F filing for Q3 2018, filed 14 Nov 2018.