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Northwest Investment Counselors’s WisdomTree US MidCap Fund EZM Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$33.6K Buy
+538
New +$32.3K 0.01% 286
2024
Q2 		– Sell
-535
Closed -$32.6K – 259
2024
Q1 		$32.6K Buy
+535
New +$30.7K 0.01% 270
2023
Q4 		– Sell
-531
Closed -$27K – 260
2023
Q3 		$27K Buy
531
+1
+0.2% +$53 0.01% 282
2023
Q2 		$28K Buy
530
+2
+0.4% +$99 0.01% 291
2023
Q1 		$26.2K Buy
528
+2
+0.4% +$103 0.01% 300
2022
Q4 		$25.6K Buy
526
+2
+0.4% +$97 0.01% 307
2022
Q3 		$23K Buy
524
+2
+0.4% +$97 0.01% 291
2022
Q2 		$24K Buy
522
+3
+0.6% +$152 0.01% 286
2022
Q1 		$28K Buy
519
+1
+0.2% +$54 0.01% 286
2021
Q4 		$29K Buy
+518
New +$28.5K 0.01% 279
2021
Q2 		– Sell
-512
Closed -$26K – 238
2021
Q1 		$26K Buy
+512
New +$24.6K 0.01% 280
2019
Q4 		– Sell
-485
Closed -$19K – 264
2019
Q3 		$19K Buy
+485
New +$19K 0.01% 291
2017
Q4 		– Sell
-485
Closed -$18K – 187
2017
Q3 		$18K Buy
+485
New +$17.4K 0.01% 254

Other funds holding EZM

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwest Investment Counselors's EZM Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in WisdomTree US MidCap Fund (EZM) in Q3 2024: 538 shares worth $33.6K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in EZM as recently as Q1 2024.

Northwest Investment Counselors first reported a position in EZM in Q3 2017 and has held it in 13 quarters since. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

  • Northwest Investment Counselors held 538 shares of WisdomTree US MidCap Fund worth $33.6K as of Q3 2024.
  • WisdomTree US MidCap Fund was a new Northwest Investment Counselors position in Q3 2024.
  • WisdomTree US MidCap Fund made up 0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #286 holding.
  • Northwest Investment Counselors first reported a position in WisdomTree US MidCap Fund in Q3 2017 and has held it in 13 quarters since.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.