Realta Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Realta Investment 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
2024 Q3	–	Sell	-700	Closed	-$40.5K	–	471
2024 Q2	$40.5K	Hold	700	–	–	0.01%	552
2024 Q1	$42.7K	Buy	+700	New	+$40.2K	0.01%	573
2023 Q1	–	Sell	-700	Closed	-$34K	–	534
2022 Q4	$34K	Hold	700	–	–	0.01%	588
2022 Q3	$31K	Buy	+700	New	+$34.1K	0.01%	574

Other funds holding EZM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Realta Investment Advisors's EZM Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 700 shares — an estimated $40.5K sold.

Realta Investment Advisors first reported a position in EZM in Q3 2022 and held it in 4 quarters. The position peaked at $42.7K in Q1 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 700 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $40.5K.
Realta Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2022 and held it in 4 quarters.
Realta Investment Advisors's WisdomTree US MidCap Fund position peaked at $42.7K in Q1 2024.
144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.