Ten Capital Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-38	Closed	-$1.89K	–	293
2023 Q1	$1.89K	Hold	38	–	–	﹤0.01%	462
2022 Q4	$1.85K	Hold	38	–	–	﹤0.01%	440
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	480
2022 Q2	$2K	Buy	+38	New	+$1.93K	﹤0.01%	391

Other funds holding EZM

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Ten Capital Wealth Advisors's EZM Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2023, closing a stake of 38 shares — an estimated $1.89K sold.

Ten Capital Wealth Advisors first reported a position in EZM in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 38 WisdomTree US MidCap Fund shares in Q2 2023, an estimated $1.89K.
Ten Capital Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2022 and held it in 4 quarters.
Ten Capital Wealth Advisors's WisdomTree US MidCap Fund position peaked at $2K in Q3 2022.
137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.