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Signator Financial Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Signator Financial Services’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
2013
Q3 		$6K Hold
225
– – 0.01% 229
2013
Q2 		$5K Buy
+225
New +$5.34K 0.01% 242

Other funds holding EZM

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Signator Financial Services's EZM Position: Q3 2013 in Review

Signator Financial Services held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2013 at 225 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #229.

Signator Financial Services first reported a position in EZM in Q2 2013 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold EZM as of Q3 2013.

  • Signator Financial Services held 225 shares of WisdomTree US MidCap Fund worth $6K as of Q3 2013.
  • Signator Financial Services left its WisdomTree US MidCap Fund share count unchanged in Q3 2013.
  • WisdomTree US MidCap Fund made up 0.01% of Signator Financial Services's portfolio in Q3 2013, its #229 holding.
  • Signator Financial Services first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.