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Signet Financial Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Signet Financial Management’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
2018
Q4 		– Sell
-1,752
Closed -$72K – 422
2018
Q3 		$72K Buy
1,752
+574
+49% +$23.8K 0.01% 349
2018
Q2 		$47K Buy
+1,178
New +$46.7K 0.01% 402

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Signet Financial Management's EZM Position: Q4 2018 in Review

Signet Financial Management sold out of WisdomTree US MidCap Fund (EZM) in Q4 2018, closing a stake of 1,752 shares — an estimated $72K sold.

Signet Financial Management first reported a position in EZM in Q2 2018 and held it in 2 quarters. The position peaked at $72K in Q3 2018. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2018.

  • Signet Financial Management reported no remaining WisdomTree US MidCap Fund position as of Q4 2018 after selling out during the quarter.
  • Signet Financial Management sold 1,752 WisdomTree US MidCap Fund shares in Q4 2018, an estimated $72K.
  • Signet Financial Management first reported a position in WisdomTree US MidCap Fund in Q2 2018 and held it in 2 quarters.
  • Signet Financial Management's WisdomTree US MidCap Fund position peaked at $72K in Q3 2018.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.