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

Squar Milner 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
2020 Q1	–	Sell	-6,884	Closed	-$289K	–	795
2019 Q4	$289K	Buy	+6,884	New	+$280K	0.14%	145
2019 Q3	–	Sell	-25,425	Closed	-$1.02M	–	377
2019 Q2	$1.02M	Sell	25,425 -14,224	-36%	-$564K	0.69%	23
2019 Q1	$1.56M	Buy	39,649 +230	+0.6%	+$8.89K	1.15%	13
2018 Q4	$1.35M	Buy	39,419 +270	+0.7%	+$10.2K	1.3%	11
2018 Q3	$1.62M	Sell	39,149 -3,645	-9%	-$151K	1.46%	7
2018 Q2	$1.72M	Sell	42,794 -94	-0.2%	-$3.73K	1.51%	6
2018 Q1	$1.66M	Buy	42,888 +1,335	+3%	+$53K	2.09%	5
2017 Q4	$1.72M	Buy	+41,553	New	+$1.6M	2.08%	5

Other funds holding EZM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Squar Milner Financial Services's EZM Position: Q1 2020 in Review

Squar Milner Financial Services sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 6,884 shares — an estimated $289K sold.

Squar Milner Financial Services first reported a position in EZM in Q4 2017 and held it in 8 quarters. The position peaked at $1.72M in Q2 2018. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Squar Milner Financial Services reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,884 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $289K.
Squar Milner Financial Services first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 8 quarters.
Squar Milner Financial Services's WisdomTree US MidCap Fund position peaked at $1.72M in Q2 2018.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.