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Oxford Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Oxford Financial Group’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
2022
Q1 		– Sell
-3,600
Closed -$203K – 272
2021
Q4 		$203K Buy
+3,600
New +$198K 0.02% 198

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Oxford Financial Group's EZM Position: Q1 2022 in Review

Oxford Financial Group sold out of WisdomTree US MidCap Fund (EZM) in Q1 2022, closing a stake of 3,600 shares — an estimated $203K sold.

Oxford Financial Group first reported a position in EZM in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 148 funds tracked by Wall St. Rank hold EZM as of Q1 2022.

  • Oxford Financial Group reported no remaining WisdomTree US MidCap Fund position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 3,600 WisdomTree US MidCap Fund shares in Q1 2022, an estimated $203K.
  • Oxford Financial Group first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 1 quarter.
  • Oxford Financial Group's WisdomTree US MidCap Fund position peaked at $203K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.