Suntrust Banks’s WisdomTree US MidCap Fund EZM Stock Holding History

Suntrust Banks’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
2019 Q3	$84.9M	Buy	2,151,640 +46,845	+2%	+$1.83M	0.44%	47
2019 Q2	$84.2M	Buy	2,104,795 +27,552	+1%	+$1.09M	0.44%	45
2019 Q1	$81.7M	Buy	2,077,243 +312,557	+18%	+$12.1M	0.43%	48
2018 Q4	$60.5M	Buy	1,764,686 +59,369	+3%	+$2.23M	0.35%	57
2018 Q3	$70.5M	Sell	1,705,317 -7,820	-0.5%	-$325K	0.36%	60
2018 Q2	$68.8M	Buy	1,713,137 +32,455	+2%	+$1.29M	0.38%	57
2018 Q1	$65M	Buy	1,680,682 +28,142	+2%	+$1.12M	0.36%	59
2017 Q4	$65.6M	Buy	1,652,540 +70,114	+4%	+$2.69M	0.38%	55
2017 Q3	$58.9M	Buy	1,582,426 +70,684	+5%	+$2.54M	0.35%	60
2017 Q2	$54.1M	Buy	1,511,742 +357,160	+31%	+$12.7M	0.33%	58
2017 Q1	$40.7M	Buy	1,154,582 +142,766	+14%	+$5M	0.26%	69
2016 Q4	$34.6M	Buy	1,011,816 +66,789	+7%	+$2.19M	0.21%	83
2016 Q3	$30.1M	Buy	945,027 +34,032	+4%	+$1.08M	0.19%	99
2016 Q2	$27.7M	Buy	910,995 +47,475	+5%	+$1.44M	0.17%	107
2016 Q1	$25.9M	Buy	863,520 +58,224	+7%	+$1.62M	0.16%	111
2015 Q4	$23.4M	Buy	805,296 +122,598	+18%	+$3.67M	0.14%	122
2015 Q3	$19.6M	Buy	682,698 +104,856	+18%	+$3.2M	0.13%	126
2015 Q2	$18.3M	Buy	577,842 +50,187	+10%	+$1.62M	0.12%	140
2015 Q1	$17M	Buy	527,655 +101,490	+24%	+$3.17M	0.11%	146
2014 Q4	$13.2M	Buy	426,165 +226,794	+114%	+$6.8M	0.09%	158
2014 Q3	$5.82M	Buy	199,371 +39,108	+24%	+$1.18M	0.04%	236
2014 Q2	$4.94M	Buy	160,263 +83,088	+108%	+$2.46M	0.03%	269
2014 Q1	$2.28M	Buy	77,175 +54,339	+238%	+$1.57M	0.01%	630
2013 Q4	$657K	Buy	+22,836	New	+$630K	﹤0.01%	1121

Other funds holding EZM

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

TLIC

Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

RJFSA

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

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Suntrust Banks's EZM Position: Q3 2019 in Review

Suntrust Banks increased its WisdomTree US MidCap Fund (EZM) stake by 2.2% in Q3 2019, buying an estimated $1.83M and bringing the position to 2,151,640 shares worth $84.9M. The position accounts for 0.44% of the portfolio, ranked #47.

Suntrust Banks first reported a position in EZM in Q4 2013 and has held it in 24 quarters since. 139 funds tracked by Wall St. Rank hold EZM as of Q3 2019.

Suntrust Banks held 2,151,640 shares of WisdomTree US MidCap Fund worth $84.9M as of Q3 2019.
Suntrust Banks bought 46,845 WisdomTree US MidCap Fund shares in Q3 2019, an estimated $1.83M.
WisdomTree US MidCap Fund made up 0.44% of Suntrust Banks's portfolio in Q3 2019, its #47 holding.
Suntrust Banks first reported a position in WisdomTree US MidCap Fund in Q4 2013 and has held it in 24 quarters since.
139 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.