Surevest’s WisdomTree US MidCap Fund EZM Stock Holding History

Surevest’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
2020 Q1	–	Sell	-51,766	Closed	-$2.18M	–	115
2019 Q4	$2.18M	Sell	51,766 -1,818	-3%	-$74K	0.93%	40
2019 Q3	$2.11M	Buy	53,584 +1,206	+2%	+$47.2K	1.04%	30
2019 Q2	$2.1M	Buy	52,378 +3,448	+7%	+$137K	1.09%	27
2019 Q1	$1.93M	Buy	48,930 +15,973	+48%	+$617K	1.18%	32
2018 Q4	$1.13M	Buy	+32,957	New	+$1.24M	0.89%	38

Other funds holding EZM

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

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

3AM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMPWA

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

PAG

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

Surevest's EZM Position: Q1 2020 in Review

Surevest sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 51,766 shares — an estimated $2.18M sold.

Surevest first reported a position in EZM in Q4 2018 and held it in 5 quarters. The position peaked at $2.18M in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Surevest reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 51,766 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $2.18M.
Surevest first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree US MidCap Fund position peaked at $2.18M in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.