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MBE Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-2,320
Closed -$61K – 195
2020
Q1 		$61K Buy
+2,320
New +$85.8K 0.06% 104

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

MBE Wealth Management's EZM Position: Q2 2020 in Review

MBE Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 2,320 shares — an estimated $61K sold.

MBE Wealth Management first reported a position in EZM in Q1 2020 and held it in 1 quarter. The position peaked at $61K in Q1 2020. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

  • MBE Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 2,320 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $61K.
  • MBE Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's WisdomTree US MidCap Fund position peaked at $61K in Q1 2020.
  • 122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.