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Parametric Portfolio Associates’s WisdomTree US MidCap Fund EZM Stock Holding History

Parametric Portfolio Associates’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 		$205K Buy
3,756
+26
+0.7% +$1.41K ﹤0.01% 3433
2021
Q4 		$210K Buy
+3,730
New +$205K ﹤0.01% 3404

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parametric Portfolio Associates's EZM Position: Q1 2022 in Review

Parametric Portfolio Associates increased its WisdomTree US MidCap Fund (EZM) stake by 0.7% in Q1 2022, buying an estimated $1.41K and bringing the position to 3,756 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #3433.

Parametric Portfolio Associates first reported a position in EZM in Q4 2021 and has held it in 2 quarters since. The position peaked at $210K in Q4 2021. 148 funds tracked by Wall St. Rank hold EZM as of Q1 2022.

  • Parametric Portfolio Associates held 3,756 shares of WisdomTree US MidCap Fund worth $205K as of Q1 2022.
  • Parametric Portfolio Associates bought 26 WisdomTree US MidCap Fund shares in Q1 2022, an estimated $1.41K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3433 holding.
  • Parametric Portfolio Associates first reported a position in WisdomTree US MidCap Fund in Q4 2021 and has held it in 2 quarters since.
  • Parametric Portfolio Associates's WisdomTree US MidCap Fund position peaked at $210K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.