Pinnacle Wealth Management Advisory Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Pinnacle Wealth Management Advisory Group’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	-16,765	Closed	-$443K	–	178
2020 Q1	$443K	Sell	16,765 -9,120	-35%	-$337K	0.22%	100
2019 Q4	$1.09M	Sell	25,885 -1,200	-4%	-$48.8K	0.41%	76
2019 Q3	$1.07M	Buy	27,085 +590	+2%	+$23.1K	0.45%	70
2019 Q2	$1.06M	Buy	26,495 +925	+4%	+$36.7K	0.45%	67
2019 Q1	$1.01M	Buy	25,570 +2,425	+10%	+$93.7K	0.45%	71
2018 Q4	$794K	Buy	23,145 +17,245	+292%	+$648K	0.43%	77
2018 Q3	$244K	Buy	+5,900	New	+$245K	0.12%	134

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 Wealth Management Advisory Group's EZM Position: Q2 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 16,765 shares — an estimated $443K sold.

Pinnacle Wealth Management Advisory Group first reported a position in EZM in Q3 2018 and held it in 7 quarters. The position peaked at $1.09M in Q4 2019. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

Pinnacle Wealth Management Advisory Group reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 16,765 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $443K.
Pinnacle Wealth Management Advisory Group first reported a position in WisdomTree US MidCap Fund in Q3 2018 and held it in 7 quarters.
Pinnacle Wealth Management Advisory Group's WisdomTree US MidCap Fund position peaked at $1.09M in Q4 2019.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2020, filed 11 Aug 2020.