Orion Portfolio Solutions
EZM icon

Orion Portfolio Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-1,346
Closed -$44K – 936
2020
Q2 		$44K Buy
+1,346
New +$41K ﹤0.01% 736

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Orion Portfolio Solutions's EZM Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree US MidCap Fund (EZM) in Q3 2020, closing a stake of 1,346 shares — an estimated $44K sold.

Orion Portfolio Solutions first reported a position in EZM in Q2 2020 and held it in 1 quarter. The position peaked at $44K in Q2 2020. 114 funds tracked by Wall St. Rank hold EZM as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree US MidCap Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,346 WisdomTree US MidCap Fund shares in Q3 2020, an estimated $44K.
  • Orion Portfolio Solutions first reported a position in WisdomTree US MidCap Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree US MidCap Fund position peaked at $44K in Q2 2020.
  • 114 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.