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Pinnacle Private Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Pinnacle Private Wealth’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
Q2 		$445K Sell
9,674
-1,875
-16% -$95K 0.17% 140
2022
Q1 		$631K Sell
11,549
-406
-3% -$22K 0.2% 117
2021
Q4 		$673K Buy
+11,955
New +$657K 0.21% 118

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pinnacle Private Wealth's EZM Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its WisdomTree US MidCap Fund (EZM) stake by 16% in Q2 2022, selling an estimated $95K and leaving 9,674 shares worth $445K. The position accounts for 0.17% of the portfolio, ranked #140.

Pinnacle Private Wealth first reported a position in EZM in Q4 2021 and has held it in 3 quarters since. The position peaked at $673K in Q4 2021. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

  • Pinnacle Private Wealth held 9,674 shares of WisdomTree US MidCap Fund worth $445K as of Q2 2022.
  • Pinnacle Private Wealth sold 1,875 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $95K.
  • WisdomTree US MidCap Fund made up 0.17% of Pinnacle Private Wealth's portfolio in Q2 2022, its #140 holding.
  • Pinnacle Private Wealth first reported a position in WisdomTree US MidCap Fund in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's WisdomTree US MidCap Fund position peaked at $673K in Q4 2021.
  • 136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.