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Snowden Capital Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Snowden Capital Advisors’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
Q1 		– Sell
-255
Closed -$14K – 1371
2021
Q4 		$14K Buy
+255
New +$14K ﹤0.01% 1427

Other funds holding EZM

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Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Snowden Capital Advisors's EZM Position: Q1 2022 in Review

Snowden Capital Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q1 2022, closing a stake of 255 shares — an estimated $14K sold.

Snowden Capital Advisors first reported a position in EZM in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 148 funds tracked by Wall St. Rank hold EZM as of Q1 2022.

  • Snowden Capital Advisors reported no remaining WisdomTree US MidCap Fund position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 255 WisdomTree US MidCap Fund shares in Q1 2022, an estimated $14K.
  • Snowden Capital Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's WisdomTree US MidCap Fund position peaked at $14K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.