Sugarloaf Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Sugarloaf Wealth Management’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
2024 Q4	$46.9K	Hold	750	–	–	0.01%	300
2024 Q3	$46.7K	Hold	750	–	–	0.01%	313
2024 Q2	$43.3K	Hold	750	–	–	0.01%	310
2024 Q1	$45.8K	Hold	750	–	–	0.01%	297
2023 Q4	$43K	Hold	750	–	–	0.01%	298
2023 Q3	$38K	Hold	750	–	–	0.01%	320
2023 Q2	$39.7K	Buy	750 +1	+0.1%	+$50	0.01%	315
2023 Q1	$37.3K	Sell	749 -1	-0.1%	-$52	0.01%	325
2022 Q4	$36.5K	Hold	750	–	–	0.01%	329
2022 Q3	$33K	Sell	750 -77	-9%	-$3.75K	0.01%	351
2022 Q2	$38K	Hold	827	–	–	0.01%	327
2022 Q1	$45K	Hold	827	–	–	0.01%	295
2021 Q4	$47K	Hold	827	–	–	0.01%	301
2021 Q3	$43K	Hold	827	–	–	0.01%	295
2021 Q2	$43K	Hold	827	–	–	0.01%	296
2021 Q1	$42	Hold	827	–	–	0.01%	296
2020 Q4	$36K	Hold	827	–	–	0.01%	290
2020 Q3	$28K	Hold	827	–	–	0.01%	311
2020 Q2	$27K	Hold	827	–	–	0.01%	311
2020 Q1	$22K	Hold	827	–	–	0.01%	313
2019 Q4	$35K	Buy	+827	New	+$33.7K	0.01%	288

Other funds holding EZM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Sugarloaf Wealth Management's EZM Position: Q4 2024 in Review

Sugarloaf Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q4 2024 at 750 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #300.

Sugarloaf Wealth Management first reported a position in EZM in Q4 2019 and has held it in 21 quarters since. The position peaked at $47K in Q4 2021. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

Sugarloaf Wealth Management held 750 shares of WisdomTree US MidCap Fund worth $46.9K as of Q4 2024.
Sugarloaf Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q4 2024.
WisdomTree US MidCap Fund made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #300 holding.
Sugarloaf Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's WisdomTree US MidCap Fund position peaked at $47K in Q4 2021.
147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.