NEXT Financial Holdings’s WisdomTree US MidCap Fund EZM Stock Holding History

NEXT Financial Holdings’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	$122K	Buy	+3,090	New	+$119K	0.03%	483

Other funds holding EZM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

NEXT Financial Holdings's EZM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree US MidCap Fund (EZM) in Q1 2019: 3,090 shares worth $122K. The stake represents 0.03% of the portfolio and ranks #483 among its holdings.

132 funds tracked by Wall St. Rank hold EZM as of Q1 2019.

NEXT Financial Holdings held 3,090 shares of WisdomTree US MidCap Fund worth $122K as of Q1 2019.
WisdomTree US MidCap Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree US MidCap Fund made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #483 holding.
132 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.