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SBK Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

SBK Financial’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
2022
Q2 		– Sell
-3,990
Closed -$218K – 70
2022
Q1 		$218K Hold
3,990
– – 0.22% 66
2021
Q4 		$225K Buy
+3,990
New +$219K 0.18% 72

Other funds holding EZM

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UBS Group
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RJFSA
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Morgan Stanley
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3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
GPWA
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Envestnet Asset Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return