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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SBK Financial's EZM Position: Q2 2022 in Review

SBK Financial sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 3,990 shares — an estimated $218K sold.

SBK Financial first reported a position in EZM in Q4 2021 and held it in 2 quarters. The position peaked at $225K in Q4 2021. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

SBK Financial reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
SBK Financial sold 3,990 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $218K.
SBK Financial first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 2 quarters.
SBK Financial's WisdomTree US MidCap Fund position peaked at $225K in Q4 2021.
136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on SBK Financial's 13F filing for Q2 2022, filed 10 Aug 2022.