Parallax Volatility Advisers
EZM icon

Parallax Volatility Advisers’s WisdomTree US MidCap Fund EZM Stock Holding History

Parallax Volatility Advisers’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
Q3 		– Sell
-3
Closed – – 2624
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2875
2019
Q1 		$0 Hold
3
– – ﹤0.01% 3091
2018
Q4 		$0 Hold
3
– – ﹤0.01% 3172
2018
Q3 		$0 Hold
3
– – ﹤0.01% 2837
2018
Q2 		$0 Hold
3
– – ﹤0.01% 2430
2018
Q1 		$0 Hold
3
– – ﹤0.01% 2808
2017
Q4 		$0 Hold
3
– – ﹤0.01% 4197
2017
Q3 		$0 Hold
3
– – ﹤0.01% 2399
2017
Q2 		$0 Hold
3
– – ﹤0.01% 2734
2017
Q1 		$0 Hold
3
– – ﹤0.01% 3835
2016
Q4 		$0 Hold
3
– – ﹤0.01% 3338
2016
Q3 		$0 Hold
3
– – ﹤0.01% 3135
2016
Q2 		$0 Hold
3
– – ﹤0.01% 2769
2016
Q1 		$0 Hold
3
– – ﹤0.01% 2814
2015
Q4 		$0 Hold
3
– – ﹤0.01% 3133
2015
Q3 		$0 Hold
3
– – ﹤0.01% 3209
2015
Q2 		$0 Hold
3
– – ﹤0.01% 3941
2015
Q1 		$0 Hold
3
– – ﹤0.01% 4669
2014
Q4 		$0 Buy
+3
New +$90 ﹤0.01% 5223

Other funds holding EZM

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
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
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Parallax Volatility Advisers's EZM Position: Q3 2019 in Review

Parallax Volatility Advisers sold out of WisdomTree US MidCap Fund (EZM) in Q3 2019, closing a stake of 3 shares.

Parallax Volatility Advisers first reported a position in EZM in Q4 2014 and held it in 19 quarters. The position peaked at $0 in Q2 2019. 139 funds tracked by Wall St. Rank hold EZM as of Q3 2019.

  • Parallax Volatility Advisers reported no remaining WisdomTree US MidCap Fund position as of Q3 2019 after selling out during the quarter.
  • Parallax Volatility Advisers sold 3 WisdomTree US MidCap Fund shares in Q3 2019.
  • Parallax Volatility Advisers first reported a position in WisdomTree US MidCap Fund in Q4 2014 and held it in 19 quarters.
  • Parallax Volatility Advisers's WisdomTree US MidCap Fund position peaked at $0 in Q2 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2019.

Based on Parallax Volatility Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.