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

Stonebridge 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
Q3 		– Sell
-53
Closed -$2K – 1032
2022
Q2 		$2K Buy
53
+36
+212% +$1.82K ﹤0.01% 805
2022
Q1 		$1K Buy
+17
New +$922 ﹤0.01% 953
2020
Q3 		– Sell
-40
Closed -$1K – 353
2020
Q2 		$1K Buy
+40
New +$1.22K ﹤0.01% 712

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stonebridge Capital Advisors's EZM Position: Q3 2022 in Review

Stonebridge Capital Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2022, closing a stake of 53 shares — an estimated $2K sold.

Stonebridge Capital Advisors first reported a position in EZM in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q2 2022. 121 funds tracked by Wall St. Rank hold EZM as of Q3 2022.

  • Stonebridge Capital Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2022 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 53 WisdomTree US MidCap Fund shares in Q3 2022, an estimated $2K.
  • Stonebridge Capital Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2020 and held it in 3 quarters.
  • Stonebridge Capital Advisors's WisdomTree US MidCap Fund position peaked at $2K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2022.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.