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Ranch Capital Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Ranch Capital Advisors’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
2021
Q4 		– Sell
-59
Closed -$3K – 288
2021
Q3 		$3K Buy
+59
New +$3.1K ﹤0.01% 584
2021
Q2 		– Sell
-58
Closed -$3.07K – 787
2021
Q1 		$2K Hold
58
– – ﹤0.01% 802
2020
Q4 		$2K Hold
58
– – ﹤0.01% 807
2020
Q3 		$1K Buy
58
+1
+2% +$34 ﹤0.01% 828
2020
Q2 		$2K Hold
57
– – ﹤0.01% 826
2020
Q1 		$1K Sell
57
-132
-70% -$4.88K ﹤0.01% 833
2019
Q4 		$8K Buy
+189
New +$7.69K 0.01% 715

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ranch Capital Advisors's EZM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2021, closing a stake of 59 shares — an estimated $3K sold.

Ranch Capital Advisors first reported a position in EZM in Q4 2019 and held it in 7 quarters. The position peaked at $8K in Q4 2019. 146 funds tracked by Wall St. Rank hold EZM as of Q4 2021.

  • Ranch Capital Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2021 after selling out during the quarter.
  • Ranch Capital Advisors sold 59 WisdomTree US MidCap Fund shares in Q4 2021, an estimated $3K.
  • Ranch Capital Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 7 quarters.
  • Ranch Capital Advisors's WisdomTree US MidCap Fund position peaked at $8K in Q4 2019.
  • 146 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.