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

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

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

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

3LCM

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

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

GPWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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.