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Private Wealth Advisors (Pennsylvania)’s WisdomTree US MidCap Fund EZM Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
Q4 		$219K Buy
+5,031
New +$200K 0.12% 107
2020
Q3 		– Sell
-6,751
Closed -$220K – 112
2020
Q2 		$220K Buy
+6,751
New +$206K 0.15% 93
2020
Q1 		– Sell
-6,901
Closed -$286K – 102
2019
Q4 		$286K Hold
6,901
– – 0.15% 108
2019
Q3 		$272K Sell
6,901
-532
-7% -$20.8K 0.14% 117
2019
Q2 		$297K Sell
7,433
-20
-0.3% -$794 0.11% 119
2019
Q1 		$293K Hold
7,453
– – 0.11% 120
2018
Q4 		$256K Hold
7,453
– – 0.11% 117
2018
Q3 		$308K Hold
7,453
– – 0.11% 115
2018
Q2 		$299K Buy
7,453
+1
+0% +$40 0.12% 110
2018
Q1 		$288K Buy
7,452
+501
+7% +$19.9K 0.12% 114
2017
Q4 		$276K Buy
6,951
+501
+8% +$19.2K 0.11% 118
2017
Q3 		$240K Sell
6,450
-465
-7% -$16.7K 0.1% 118
2017
Q2 		$248K Buy
6,915
+126
+2% +$4.47K 0.11% 115
2017
Q1 		$239K Hold
6,789
– – 0.11% 111
2016
Q4 		$232K Buy
+6,789
New +$223K 0.11% 113
2016
Q3 		– Sell
-7,974
Closed -$243K – 114
2016
Q2 		$243K Buy
7,974
+708
+10% +$21.5K 0.12% 111
2016
Q1 		$218K Hold
7,266
– – 0.12% 111
2015
Q4 		$211K Hold
7,266
– – 0.12% 109
2015
Q3 		$208K Buy
7,266
+705
+11% +$21.5K 0.1% 130
2015
Q2 		$208K Buy
+6,561
New +$212K 0.09% 134

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s EZM Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) opened a new position in WisdomTree US MidCap Fund (EZM) in Q4 2020: 5,031 shares worth $219K. The stake represents 0.12% of the portfolio and ranks #107 among its holdings. This is a return to the name: Private Wealth Advisors (Pennsylvania) previously reported a position in EZM as recently as Q2 2020.

Private Wealth Advisors (Pennsylvania) first reported a position in EZM in Q2 2015 and has held it in 20 quarters since. The position peaked at $308K in Q3 2018. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 5,031 shares of WisdomTree US MidCap Fund worth $219K as of Q4 2020.
  • WisdomTree US MidCap Fund was a new Private Wealth Advisors (Pennsylvania) position in Q4 2020.
  • WisdomTree US MidCap Fund made up 0.12% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #107 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in WisdomTree US MidCap Fund in Q2 2015 and has held it in 20 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s WisdomTree US MidCap Fund position peaked at $308K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.