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Retirement Design & Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Retirement Design & Management’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
2016
Q3 		– Sell
-23,313
Closed -$709K – 19
2016
Q2 		$709K Sell
23,313
-618
-3% -$18.7K 0.44% 41
2016
Q1 		$719K Sell
23,931
-2,391
-9% -$66.5K 0.51% 43
2015
Q4 		$765K Buy
26,322
+18,513
+237% +$555K 0.43% 47
2015
Q3 		$224K Hold
7,809
– – 0.23% 61
2015
Q2 		$247K Sell
7,809
-525
-6% -$16.9K 0.21% 65
2015
Q1 		$268K Hold
8,334
– – 0.23% 62
2014
Q4 		$257K Buy
+8,334
New +$250K 0.19% 67

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

Retirement Design & Management's EZM Position: Q3 2016 in Review

Retirement Design & Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2016, closing a stake of 23,313 shares — an estimated $709K sold.

Retirement Design & Management first reported a position in EZM in Q4 2014 and held it in 7 quarters. The position peaked at $765K in Q4 2015. 75 funds tracked by Wall St. Rank hold EZM as of Q3 2016.

  • Retirement Design & Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2016 after selling out during the quarter.
  • Retirement Design & Management sold 23,313 WisdomTree US MidCap Fund shares in Q3 2016, an estimated $709K.
  • Retirement Design & Management first reported a position in WisdomTree US MidCap Fund in Q4 2014 and held it in 7 quarters.
  • Retirement Design & Management's WisdomTree US MidCap Fund position peaked at $765K in Q4 2015.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2016.

Based on Retirement Design & Management's 13F filing for Q3 2016.