Orgel Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Orgel Wealth Management’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
2020 Q1	–	Sell	-158,349	Closed	-$6.95M	–	43
2019 Q4	$6.95M	Buy	158,349 +48,555	+44%	+$1.98M	1.91%	10
2019 Q3	$4.33M	Buy	109,794 +5,200	+5%	+$204K	1.63%	9
2019 Q2	$4.18M	Buy	104,594 +5,809	+6%	+$230K	1.63%	7
2019 Q1	$3.89M	Buy	98,785 +11,175	+13%	+$432K	1.31%	7
2018 Q4	$3M	Buy	87,610 +37,699	+76%	+$1.42M	0.91%	9
2018 Q3	$2.06M	Buy	49,911 +4,842	+11%	+$201K	0.9%	8
2018 Q2	$1.81M	Buy	45,069 +5,655	+14%	+$224K	0.45%	8
2018 Q1	$1.52M	Buy	39,414 +8,833	+29%	+$351K	0.38%	9
2017 Q4	$1.21M	Buy	30,581 +23,154	+312%	+$889K	0.29%	9
2017 Q3	$277K	Buy	7,427 +759	+11%	+$27.3K	0.1%	21
2017 Q2	$239K	Buy	6,668 +808	+14%	+$28.6K	0.09%	20
2017 Q1	$207K	Buy	+5,860	New	+$205K	0.09%	25

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Orgel Wealth Management's EZM Position: Q1 2020 in Review

Orgel Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 158,349 shares — an estimated $6.95M sold.

Orgel Wealth Management first reported a position in EZM in Q1 2017 and held it in 12 quarters. The position peaked at $6.95M in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Orgel Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Orgel Wealth Management sold 158,349 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $6.95M.
Orgel Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 12 quarters.
Orgel Wealth Management's WisdomTree US MidCap Fund position peaked at $6.95M in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Orgel Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.