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National Planning Corporation’s WisdomTree US MidCap Fund EZM Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-621
Closed -$18.7K – 1102
2014
Q4 		$18.7K Buy
+621
New +$18.6K ﹤0.01% 1761

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

National Planning Corporation's EZM Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree US MidCap Fund (EZM) in Q1 2015, closing a stake of 621 shares — an estimated $18.7K sold.

National Planning Corporation first reported a position in EZM in Q4 2014 and held it in 1 quarter. The position peaked at $18.7K in Q4 2014. 64 funds tracked by Wall St. Rank hold EZM as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree US MidCap Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 621 WisdomTree US MidCap Fund shares in Q1 2015, an estimated $18.7K.
  • National Planning Corporation first reported a position in WisdomTree US MidCap Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's WisdomTree US MidCap Fund position peaked at $18.7K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.