Taiyo Life Insurance Company’s WisdomTree US MidCap Fund EZM Stock Holding History

Taiyo Life Insurance Company’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	-880,000	Closed	-$37M	–	6
2019 Q4	$37M	Hold	880,000	–	–	20.61%	4
2019 Q3	$34.7M	Hold	880,000	–	–	20.79%	4
2019 Q2	$35.2M	Hold	880,000	–	–	17.87%	5
2019 Q1	$34.6M	Hold	880,000	–	–	18.04%	5
2018 Q4	$30.2M	Hold	880,000	–	–	17.73%	5
2018 Q3	$36.4M	Hold	880,000	–	–	18.39%	5
2018 Q2	$35.4M	Hold	880,000	–	–	16.31%	4
2018 Q1	$34M	Hold	880,000	–	–	16.47%	5
2017 Q4	$34.9M	Buy	+880,000	New	+$33.8M	25.28%	2

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $424B AUM 22.96% 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 $21.8B AUM 28.57% 1-Year Est. Return

Taiyo Life Insurance Company's EZM Position: Q1 2020 in Review

Taiyo Life Insurance Company sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 880,000 shares — an estimated $37M sold.

Taiyo Life Insurance Company first reported a position in EZM in Q4 2017 and held it in 9 quarters. The position peaked at $37M in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Taiyo Life Insurance Company reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Taiyo Life Insurance Company sold 880,000 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $37M.
Taiyo Life Insurance Company first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 9 quarters.
Taiyo Life Insurance Company's WisdomTree US MidCap Fund position peaked at $37M in Q4 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Taiyo Life Insurance Company's 13F filing for Q1 2020, filed 14 May 2020.