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Safeguard Investment Advisory Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-301
Closed -$13K – 273
2020
Q4 		$13K Buy
+301
New +$12K 0.01% 369

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Safeguard Investment Advisory Group's EZM Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of WisdomTree US MidCap Fund (EZM) in Q1 2021, closing a stake of 301 shares — an estimated $13K sold.

Safeguard Investment Advisory Group first reported a position in EZM in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 134 funds tracked by Wall St. Rank hold EZM as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining WisdomTree US MidCap Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 301 WisdomTree US MidCap Fund shares in Q1 2021, an estimated $13K.
  • Safeguard Investment Advisory Group first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's WisdomTree US MidCap Fund position peaked at $13K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.