TCWP’s WisdomTree US MidCap Fund EZM Stock Holding History

TCWP’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
2022 Q2	–	Sell	-311	Closed	-$17K	–	748
2022 Q1	$17K	Buy	+311	New	+$16.9K	﹤0.01%	735

Other funds holding EZM

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

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

RJFSA

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

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

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCWP's EZM Position: Q2 2022 in Review

TCWP sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 311 shares — an estimated $17K sold.

TCWP first reported a position in EZM in Q1 2022 and held it in 1 quarter. The position peaked at $17K in Q1 2022. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

TCWP reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
TCWP sold 311 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $17K.
TCWP first reported a position in WisdomTree US MidCap Fund in Q1 2022 and held it in 1 quarter.
TCWP's WisdomTree US MidCap Fund position peaked at $17K in Q1 2022.
136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.