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Money Concepts Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-540
Closed -$26.3K – 1252
2022
Q4 		$26.3K Buy
+540
New +$26.3K ﹤0.01% 1533
2022
Q2 		– Sell
-540
Closed -$30K – 1802
2022
Q1 		$30K Buy
+540
New +$29.3K ﹤0.01% 1428
2021
Q1 		$828K Sell
16,254
-125,170
-89% -$6.01M 0.07% 242
2020
Q4 		$6.15M Buy
+141,424
New +$5.62M 0.57% 43

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Money Concepts Capital's EZM Position: Q1 2023 in Review

Money Concepts Capital sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 540 shares — an estimated $26.3K sold.

Money Concepts Capital first reported a position in EZM in Q4 2020 and held it in 4 quarters. The position peaked at $6.15M in Q4 2020. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • Money Concepts Capital reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 540 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $26.3K.
  • Money Concepts Capital first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 4 quarters.
  • Money Concepts Capital's WisdomTree US MidCap Fund position peaked at $6.15M in Q4 2020.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.