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Portfolio Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Portfolio Solutions’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
2017
Q4 		– Sell
-2,433
Closed -$91K – 194
2017
Q3 		$91K Buy
+2,433
New +$87.5K 0.01% 52

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Portfolio Solutions's EZM Position: Q4 2017 in Review

Portfolio Solutions sold out of WisdomTree US MidCap Fund (EZM) in Q4 2017, closing a stake of 2,433 shares — an estimated $91K sold.

Portfolio Solutions first reported a position in EZM in Q3 2017 and held it in 1 quarter. The position peaked at $91K in Q3 2017. 113 funds tracked by Wall St. Rank hold EZM as of Q4 2017.

  • Portfolio Solutions reported no remaining WisdomTree US MidCap Fund position as of Q4 2017 after selling out during the quarter.
  • Portfolio Solutions sold 2,433 WisdomTree US MidCap Fund shares in Q4 2017, an estimated $91K.
  • Portfolio Solutions first reported a position in WisdomTree US MidCap Fund in Q3 2017 and held it in 1 quarter.
  • Portfolio Solutions's WisdomTree US MidCap Fund position peaked at $91K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2017.

Based on Portfolio Solutions's 13F filing for Q4 2017, filed 16 Jan 2018.