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Sound Income Strategies’s WisdomTree US MidCap Fund EZM Stock Holding History

Sound Income Strategies’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
2024
Q2 		– Sell
-545
Closed -$33.3K – 1411
2024
Q1 		$33.3K Hold
545
– – ﹤0.01% 493
2023
Q4 		$31.3K Hold
545
– – ﹤0.01% 499
2023
Q3 		$27.7K Hold
545
– – ﹤0.01% 388
2023
Q2 		$28.9K Buy
+545
New +$27K ﹤0.01% 370

Other funds holding EZM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sound Income Strategies's EZM Position: Q2 2024 in Review

Sound Income Strategies sold out of WisdomTree US MidCap Fund (EZM) in Q2 2024, closing a stake of 545 shares — an estimated $33.3K sold.

Sound Income Strategies first reported a position in EZM in Q2 2023 and held it in 4 quarters. The position peaked at $33.3K in Q1 2024. 145 funds tracked by Wall St. Rank hold EZM as of Q2 2024.

  • Sound Income Strategies reported no remaining WisdomTree US MidCap Fund position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 545 WisdomTree US MidCap Fund shares in Q2 2024, an estimated $33.3K.
  • Sound Income Strategies first reported a position in WisdomTree US MidCap Fund in Q2 2023 and held it in 4 quarters.
  • Sound Income Strategies's WisdomTree US MidCap Fund position peaked at $33.3K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.