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EZM icon

Retirement Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Retirement Group’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
2023
Q2 		– Sell
-483
Closed -$24K – 810
2023
Q1 		$24K Buy
483
+1
+0.2% +$52 0.01% 276
2022
Q4 		$23K Sell
482
-17
-3% -$828 0.01% 253
2022
Q3 		$22K Sell
499
-23
-4% -$1.12K 0.02% 170
2022
Q2 		$24K Buy
522
+2
+0.4% +$101 0.01% 289
2022
Q1 		$28K Buy
520
+1
+0.2% +$54 0.01% 285
2021
Q4 		$29K Buy
519
+2
+0.4% +$110 0.01% 276
2021
Q3 		$27K Buy
517
+2
+0.4% +$105 0.01% 277
2021
Q2 		$27K Buy
515
+2
+0.4% +$106 0.01% 287
2021
Q1 		$26K Buy
513
+1
+0.2% +$48 0.01% 345
2020
Q4 		$22K Buy
512
+3
+0.6% +$119 0.01% 345
2020
Q3 		$17K Buy
509
+2
+0.4% +$69 0.01% 341
2020
Q2 		$17K Buy
+507
New +$15.5K 0.01% 327
2019
Q4 		$21K Buy
+502
New +$20.4K 0.01% 316

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Retirement Group's EZM Position: Q2 2023 in Review

Retirement Group sold out of WisdomTree US MidCap Fund (EZM) in Q2 2023, closing a stake of 483 shares — an estimated $24K sold.

Retirement Group first reported a position in EZM in Q4 2019 and held it in 13 quarters. The position peaked at $29K in Q4 2021. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

  • Retirement Group reported no remaining WisdomTree US MidCap Fund position as of Q2 2023 after selling out during the quarter.
  • Retirement Group sold 483 WisdomTree US MidCap Fund shares in Q2 2023, an estimated $24K.
  • Retirement Group first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 13 quarters.
  • Retirement Group's WisdomTree US MidCap Fund position peaked at $29K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on Retirement Group's 13F filing for Q2 2023, filed 15 Aug 2023.