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

Sowell 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
2021 Q2	–	Sell	-450	Closed	-$24K	–	1217
2021 Q1	$24K	Hold	450	–	–	﹤0.01%	1973
2020 Q4	$20K	Hold	450	–	–	﹤0.01%	1743
2020 Q3	$15K	Hold	450	–	–	﹤0.01%	1671
2020 Q2	$15K	Hold	450	–	–	﹤0.01%	1544
2020 Q1	$12K	Buy	+450	New	+$16.6K	﹤0.01%	1554
2019 Q4	–	Sell	-450	Closed	-$18K	–	2551
2019 Q3	$18K	Buy	+450	New	+$17.6K	﹤0.01%	1314
2019 Q1	$283K	Hold	7,200	–	–	0.03%	461
2018 Q4	$247K	Buy	+7,200	New	+$271K	0.04%	420

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Sowell Financial Services's EZM Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 450 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in EZM in Q4 2018 and held it in 8 quarters. The position peaked at $283K in Q1 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 450 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $24K.
Sowell Financial Services first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 8 quarters.
Sowell Financial Services's WisdomTree US MidCap Fund position peaked at $283K in Q1 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.