MGO One Seven
EZM icon

MGO One Seven’s WisdomTree US MidCap Fund EZM Stock Holding History

MGO One Seven’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
Q1 		– Sell
-390
Closed -$13K – 787
2018
Q4 		$13K Buy
+390
New +$14.7K 0.01% 1051
2018
Q1 		$15K Hold
390
– – 0.01% 956
2017
Q4 		$15K Buy
+390
New +$15K 0.01% 947

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

MGO One Seven's EZM Position: Q1 2019 in Review

MGO One Seven sold out of WisdomTree US MidCap Fund (EZM) in Q1 2019, closing a stake of 390 shares — an estimated $13K sold.

MGO One Seven first reported a position in EZM in Q4 2017 and held it in 3 quarters. The position peaked at $15K in Q1 2018. 132 funds tracked by Wall St. Rank hold EZM as of Q1 2019.

  • MGO One Seven reported no remaining WisdomTree US MidCap Fund position as of Q1 2019 after selling out during the quarter.
  • MGO One Seven sold 390 WisdomTree US MidCap Fund shares in Q1 2019, an estimated $13K.
  • MGO One Seven first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 3 quarters.
  • MGO One Seven's WisdomTree US MidCap Fund position peaked at $15K in Q1 2018.
  • 132 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.