SFG
EZM icon

StrategIQ Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

StrategIQ Financial Group’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
2023
Q4 		$942K Sell
16,419
-1,632
-9% -$84.4K 0.11% 150
2023
Q3 		$916K Sell
18,051
-120
-0.7% -$6.39K 0.11% 149
2023
Q2 		$962K Sell
18,171
-10
-0.1% -$496 0.11% 144
2023
Q1 		$904K Buy
18,181
+87
+0.5% +$4.49K 0.1% 139
2022
Q4 		$880K Sell
18,094
-281
-2% -$13.7K 0.1% 138
2022
Q3 		$808K Buy
18,375
+4
+0% +$195 0.1% 135
2022
Q2 		$845K Sell
18,371
-1,297
-7% -$65.7K 0.1% 137
2022
Q1 		$1.07M Buy
19,668
+2
+0% +$109 0.12% 129
2021
Q4 		$1.11M Sell
19,666
-1,496
-7% -$82.2K 0.11% 127
2021
Q3 		$1.1M Buy
21,162
+5
+0% +$263 0.22% 89
2021
Q2 		$1.11M Sell
21,157
-198
-0.9% -$10.5K 0.22% 86
2021
Q1 		$1.09M Sell
21,355
-74
-0.3% -$3.55K 0.23% 85
2020
Q4 		$931K Sell
21,429
-1,261
-6% -$50.1K 0.21% 91
2020
Q3 		$776K Sell
22,690
-2,320
-9% -$79.8K 0.19% 97
2020
Q2 		$815K Sell
25,010
-3,718
-13% -$113K 0.22% 88
2020
Q1 		$759K Sell
28,728
-79
-0.3% -$2.92K 0.24% 86
2019
Q4 		$1.21M Sell
28,807
-1,713
-6% -$69.7K 0.31% 67
2019
Q3 		$1.2M Buy
30,520
+17
+0.1% +$666 0.34% 65
2019
Q2 		$1.22M Sell
30,503
-3,854
-11% -$153K 0.35% 65
2019
Q1 		$1.35M Sell
34,357
-848
-2% -$32.8K 0.42% 57
2018
Q4 		$1.21M Sell
35,205
-1,832
-5% -$68.9K 0.41% 55
2018
Q3 		$1.53M Sell
37,037
-181
-0.5% -$7.52K 0.49% 51
2018
Q2 		$1.5M Buy
37,218
+6,035
+19% +$239K 0.52% 49
2018
Q1 		$1.21M Buy
31,183
+6,131
+24% +$244K 0.48% 53
2017
Q4 		$994K Buy
25,052
+4,267
+21% +$164K 0.39% 71
2017
Q3 		$774K Buy
20,785
+4,953
+31% +$178K 0.31% 66
2017
Q2 		$567K Buy
15,832
+5,830
+58% +$207K 0.24% 78
2017
Q1 		$353K Buy
+10,002
New +$350K 0.16% 99

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

StrategIQ Financial Group's EZM Position: Q4 2023 in Review

StrategIQ Financial Group reduced its WisdomTree US MidCap Fund (EZM) stake by 9% in Q4 2023, selling an estimated $84.4K and leaving 16,419 shares worth $942K. The position accounts for 0.11% of the portfolio, ranked #150.

StrategIQ Financial Group first reported a position in EZM in Q1 2017 and has held it in 28 quarters since. The position peaked at $1.53M in Q3 2018. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2023.

  • StrategIQ Financial Group held 16,419 shares of WisdomTree US MidCap Fund worth $942K as of Q4 2023.
  • StrategIQ Financial Group sold 1,632 WisdomTree US MidCap Fund shares in Q4 2023, an estimated $84.4K.
  • WisdomTree US MidCap Fund made up 0.11% of StrategIQ Financial Group's portfolio in Q4 2023, its #150 holding.
  • StrategIQ Financial Group first reported a position in WisdomTree US MidCap Fund in Q1 2017 and has held it in 28 quarters since.
  • StrategIQ Financial Group's WisdomTree US MidCap Fund position peaked at $1.53M in Q3 2018.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.