Pinnacle Associates’s WisdomTree US MidCap Fund EZM Stock Holding History

Pinnacle 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
2020 Q2	–	Sell	-18,600	Closed	-$491K	–	689
2020 Q1	$491K	Sell	18,600 -9,285	-33%	-$343K	0.01%	474
2019 Q4	$1.17M	Sell	27,885 -1,035	-4%	-$42.1K	0.03%	375
2019 Q3	$1.14M	Buy	28,920 +590	+2%	+$23.1K	0.03%	378
2019 Q2	$1.13M	Buy	28,330 +925	+3%	+$36.7K	0.03%	385
2019 Q1	$1.08M	Buy	27,405 +2,425	+10%	+$93.7K	0.02%	397
2018 Q4	$857K	Buy	24,980 +17,645	+241%	+$663K	0.02%	417
2018 Q3	$303K	Buy	7,335 +1,240	+20%	+$51.5K	0.01%	600
2018 Q2	$245K	Buy	+6,095	New	+$242K	0.01%	627

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Pinnacle Associates's EZM Position: Q2 2020 in Review

Pinnacle Associates sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 18,600 shares — an estimated $491K sold.

Pinnacle Associates first reported a position in EZM in Q2 2018 and held it in 8 quarters. The position peaked at $1.17M in Q4 2019. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

Pinnacle Associates reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
Pinnacle Associates sold 18,600 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $491K.
Pinnacle Associates first reported a position in WisdomTree US MidCap Fund in Q2 2018 and held it in 8 quarters.
Pinnacle Associates's WisdomTree US MidCap Fund position peaked at $1.17M in Q4 2019.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on Pinnacle Associates's 13F filing for Q2 2020, filed 14 Aug 2020.