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

SVA 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
2020
Q2 		– Sell
-9,000
Closed -$238K – 200
2020
Q1 		$238K Sell
9,000
-222
-2% -$8.21K 0.03% 175
2019
Q4 		$388K Sell
9,222
-150
-2% -$6.11K 0.04% 166
2019
Q3 		$370K Hold
9,372
– – 0.04% 163
2019
Q2 		$375K Sell
9,372
-147
-2% -$5.83K 0.04% 168
2019
Q1 		$374K Sell
9,519
-4,200
-31% -$162K 0.04% 169
2018
Q4 		$470K Hold
13,719
– – 0.05% 153
2018
Q3 		$567K Hold
13,719
– – 0.06% 152
2018
Q2 		$551K Sell
13,719
-9,000
-40% -$357K 0.06% 148
2018
Q1 		$846K Hold
22,719
– – 0.1% 120
2017
Q4 		$901K Hold
22,719
– – 0.11% 122
2017
Q3 		$846K Sell
22,719
-300
-1% -$10.8K 0.1% 120
2017
Q2 		$824K Hold
23,019
– – 0.11% 120
2017
Q1 		$812K Sell
23,019
-1,056
-4% -$37K 0.11% 116
2016
Q4 		$824K Sell
24,075
-3,288
-12% -$108K 0.12% 117
2016
Q3 		$873K Sell
27,363
-14,061
-34% -$445K 0.14% 113
2016
Q2 		$1.26M Buy
41,424
+9,312
+29% +$282K 0.2% 99
2016
Q1 		$964K Buy
32,112
+2,982
+10% +$82.9K 0.16% 107
2015
Q4 		$846K Sell
29,130
-3,615
-11% -$108K 0.15% 125
2015
Q3 		$938K Buy
32,745
+4,956
+18% +$151K 0.17% 118
2015
Q2 		$880K Buy
27,789
+1,992
+8% +$64.2K 0.16% 123
2015
Q1 		$830K Buy
25,797
+11,625
+82% +$363K 0.15% 130
2014
Q4 		$438K Buy
14,172
+60
+0.4% +$1.8K 0.16% 125
2014
Q3 		$412K Hold
14,112
– – 0.18% 110
2014
Q2 		$435K Buy
+14,112
New +$418K 0.19% 107

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

SVA Wealth Management's EZM Position: Q2 2020 in Review

SVA Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 9,000 shares — an estimated $238K sold.

SVA Wealth Management first reported a position in EZM in Q2 2014 and held it in 24 quarters. The position peaked at $1.26M in Q2 2016. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

  • SVA Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
  • SVA Wealth Management sold 9,000 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $238K.
  • SVA Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2014 and held it in 24 quarters.
  • SVA Wealth Management's WisdomTree US MidCap Fund position peaked at $1.26M in Q2 2016.
  • 122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on SVA Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.