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Patriot Financial Group Insurance Agency’s WisdomTree US MidCap Fund EZM Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-3,470
Closed -$160K – 894
2022
Q2 		$160K Buy
3,470
+116
+3% +$5.88K 0.03% 427
2022
Q1 		$183K Buy
3,354
+176
+6% +$9.55K 0.03% 427
2021
Q4 		$179K Buy
3,178
+93
+3% +$5.11K 0.03% 476
2021
Q3 		$160K Buy
3,085
+68
+2% +$3.58K 0.03% 502
2021
Q2 		$158K Buy
3,017
+354
+13% +$18.8K 0.03% 488
2021
Q1 		$136K Sell
2,663
-114
-4% -$5.47K 0.03% 477
2020
Q4 		$121K Buy
2,777
+745
+37% +$29.6K 0.03% 446
2020
Q3 		$69K Sell
2,032
-344
-14% -$11.8K 0.02% 471
2020
Q2 		$77K Sell
2,376
-1,472
-38% -$44.9K 0.03% 414
2020
Q1 		$102K Buy
3,848
+144
+4% +$5.33K 0.05% 318
2019
Q4 		$156K Sell
3,704
-54
-1% -$2.2K 0.06% 254
2019
Q3 		$148K Buy
3,758
+781
+26% +$30.6K 0.07% 251
2019
Q2 		$119K Buy
2,977
+100
+3% +$3.97K 0.05% 283
2019
Q1 		$113K Buy
2,877
+365
+15% +$14.1K 0.06% 248
2018
Q4 		$86K Sell
2,512
-486
-16% -$18.3K 0.06% 233
2018
Q3 		$124K Buy
2,998
+2,921
+3,794% +$121K 0.07% 177
2018
Q2 		$3K Sell
77
-1,901
-96% -$75.4K ﹤0.01% 521
2018
Q1 		$75K Buy
1,978
+3
+0.2% +$119 0.06% 257
2017
Q4 		$81K Buy
1,975
+6
+0.3% +$230 0.06% 234
2017
Q3 		$74K Buy
1,969
+791
+67% +$28.5K 0.07% 207
2017
Q2 		$42K Buy
1,178
+3
+0.3% +$106 0.04% 260
2017
Q1 		$41K Buy
1,175
+5
+0.4% +$175 0.04% 247
2016
Q4 		$40K Buy
+1,170
New +$38.4K 0.05% 253

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EZM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree US MidCap Fund (EZM) in Q3 2022, closing a stake of 3,470 shares — an estimated $160K sold.

Patriot Financial Group Insurance Agency first reported a position in EZM in Q4 2016 and held it in 23 quarters. The position peaked at $183K in Q1 2022. 121 funds tracked by Wall St. Rank hold EZM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree US MidCap Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,470 WisdomTree US MidCap Fund shares in Q3 2022, an estimated $160K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree US MidCap Fund in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree US MidCap Fund position peaked at $183K in Q1 2022.
  • 121 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.