SCA
EZM icon

Strategic Capital Alternatives’s WisdomTree US MidCap Fund EZM Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$1.96M Buy
68,424
+495
+0.7% +$15.1K 0.41% 76
2015
Q2 		$2.15M Hold
67,929
– – 0.52% 66
2015
Q1 		$2.19M Sell
67,929
-23,007
-25% -$718K 0.55% 67
2014
Q4 		$2.81M Sell
90,936
-3,636
-4% -$109K 1.09% 34
2014
Q3 		$2.76M Buy
+94,572
New +$2.86M 0.97% 40

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Strategic Capital Alternatives's EZM Position: Q3 2015 in Review

Strategic Capital Alternatives increased its WisdomTree US MidCap Fund (EZM) stake by 0.73% in Q3 2015, buying an estimated $15.1K and bringing the position to 68,424 shares worth $1.96M. The position accounts for 0.41% of the portfolio, ranked #76.

Strategic Capital Alternatives first reported a position in EZM in Q3 2014 and has held it in 5 quarters since. The position peaked at $2.81M in Q4 2014. 75 funds tracked by Wall St. Rank hold EZM as of Q3 2015.

  • Strategic Capital Alternatives held 68,424 shares of WisdomTree US MidCap Fund worth $1.96M as of Q3 2015.
  • Strategic Capital Alternatives bought 495 WisdomTree US MidCap Fund shares in Q3 2015, an estimated $15.1K.
  • WisdomTree US MidCap Fund made up 0.41% of Strategic Capital Alternatives's portfolio in Q3 2015, its #76 holding.
  • Strategic Capital Alternatives first reported a position in WisdomTree US MidCap Fund in Q3 2014 and has held it in 5 quarters since.
  • Strategic Capital Alternatives's WisdomTree US MidCap Fund position peaked at $2.81M in Q4 2014.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.