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EZM icon

SignatureFD’s WisdomTree US MidCap Fund EZM Stock Holding History

SignatureFD’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
2017
Q3 		– Sell
-7,959
Closed -$285K – 324
2017
Q2 		$285K Hold
7,959
– – 0.04% 203
2017
Q1 		$281K Buy
+7,959
New +$279K 0.04% 206

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

SignatureFD's EZM Position: Q3 2017 in Review

SignatureFD sold out of WisdomTree US MidCap Fund (EZM) in Q3 2017, closing a stake of 7,959 shares — an estimated $285K sold.

SignatureFD first reported a position in EZM in Q1 2017 and held it in 2 quarters. The position peaked at $285K in Q2 2017. 84 funds tracked by Wall St. Rank hold EZM as of Q3 2017.

  • SignatureFD reported no remaining WisdomTree US MidCap Fund position as of Q3 2017 after selling out during the quarter.
  • SignatureFD sold 7,959 WisdomTree US MidCap Fund shares in Q3 2017, an estimated $285K.
  • SignatureFD first reported a position in WisdomTree US MidCap Fund in Q1 2017 and held it in 2 quarters.
  • SignatureFD's WisdomTree US MidCap Fund position peaked at $285K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2017.

Based on SignatureFD's 13F filing for Q3 2017, filed 14 Nov 2017.