Meeder Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-6,995	Closed	-$308K	–	1186
2022 Q3	$308K	Sell	6,995 -1,650	-19%	-$80.3K	0.02%	479
2022 Q2	$397K	Sell	8,645 -862	-9%	-$43.7K	0.02%	440
2022 Q1	$520K	Sell	9,507 -314	-3%	-$17K	0.03%	395
2021 Q4	$553K	Sell	9,821 -122	-1%	-$6.71K	0.06%	200
2021 Q3	$517K	Hold	9,943	–	–	0.03%	424
2021 Q2	$521K	Buy	9,943 +1,009	+11%	+$53.4K	0.02%	483
2021 Q1	$455K	Buy	8,934 +411	+5%	+$19.7K	0.02%	515
2020 Q4	$370K	Buy	8,523 +8,522	+852,200%	+$338K	0.08%	197
2020 Q3	$0	Buy	+1	New	+$34	﹤0.01%	2228

Other funds holding EZM

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

RJFSA

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

Meeder Asset Management's EZM Position: Q4 2022 in Review

Meeder Asset Management sold out of WisdomTree US MidCap Fund (EZM) in Q4 2022, closing a stake of 6,995 shares — an estimated $308K sold.

Meeder Asset Management first reported a position in EZM in Q3 2020 and held it in 9 quarters. The position peaked at $553K in Q4 2021. 131 funds tracked by Wall St. Rank hold EZM as of Q4 2022.

Meeder Asset Management reported no remaining WisdomTree US MidCap Fund position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 6,995 WisdomTree US MidCap Fund shares in Q4 2022, an estimated $308K.
Meeder Asset Management first reported a position in WisdomTree US MidCap Fund in Q3 2020 and held it in 9 quarters.
Meeder Asset Management's WisdomTree US MidCap Fund position peaked at $553K in Q4 2021.
131 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.