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Spire Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Spire Wealth 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
2024
Q3 		– Sell
-125
Closed -$7.22K – 2201
2024
Q2 		$7.22K Hold
125
– – ﹤0.01% 1734
2024
Q1 		$7.63K Hold
125
– – ﹤0.01% 1796
2023
Q4 		$7.02K Hold
125
– – ﹤0.01% 1856
2023
Q3 		$6.34K Hold
125
– – ﹤0.01% 1866
2023
Q2 		$6.62K Hold
125
– – ﹤0.01% 1930
2023
Q1 		$6.22K Buy
+125
New +$6.45K ﹤0.01% 1985
2022
Q3 		– Sell
-125
Closed -$6K – 2305
2022
Q2 		$6K Hold
125
– – ﹤0.01% 2068
2022
Q1 		$7K Hold
125
– – ﹤0.01% 2148
2021
Q4 		$7K Hold
125
– – ﹤0.01% 2481
2021
Q3 		$7K Hold
125
– – ﹤0.01% 2190
2021
Q2 		$7K Buy
+125
New +$6.62K ﹤0.01% 2225

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Spire Wealth Management's EZM Position: Q3 2024 in Review

Spire Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 125 shares — an estimated $7.22K sold.

Spire Wealth Management first reported a position in EZM in Q2 2021 and held it in 11 quarters. The position peaked at $7.63K in Q1 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

  • Spire Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
  • Spire Wealth Management sold 125 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $7.22K.
  • Spire Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2021 and held it in 11 quarters.
  • Spire Wealth Management's WisdomTree US MidCap Fund position peaked at $7.63K in Q1 2024.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Spire Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.