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TIAA FSB’s WisdomTree US MidCap Fund EZM Stock Holding History

TIAA FSB’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
2021
Q4 		– Sell
-15,172
Closed -$789K – 375
2021
Q3 		$789K Sell
15,172
-8
-0.1% -$421 ﹤0.01% 320
2021
Q2 		$795K Hold
15,180
– – ﹤0.01% 325
2021
Q1 		$773K Hold
15,180
– – ﹤0.01% 320
2020
Q4 		$660K Buy
+15,180
New +$603K ﹤0.01% 317
2019
Q2 		– Sell
-15,350
Closed -$604K – 286
2019
Q1 		$604K Buy
15,350
+350
+2% +$13.5K ﹤0.01% 289
2018
Q4 		$514K Hold
15,000
– – ﹤0.01% 304
2018
Q3 		$620K Hold
15,000
– – ﹤0.01% 307
2018
Q2 		$603K Sell
15,000
-905
-6% -$35.9K ﹤0.01% 304
2018
Q1 		$615K Buy
+15,905
New +$632K ﹤0.01% 321

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TIAA FSB's EZM Position: Q4 2021 in Review

TIAA FSB sold out of WisdomTree US MidCap Fund (EZM) in Q4 2021, closing a stake of 15,172 shares — an estimated $789K sold.

TIAA FSB first reported a position in EZM in Q1 2018 and held it in 9 quarters. The position peaked at $795K in Q2 2021. 146 funds tracked by Wall St. Rank hold EZM as of Q4 2021.

  • TIAA FSB reported no remaining WisdomTree US MidCap Fund position as of Q4 2021 after selling out during the quarter.
  • TIAA FSB sold 15,172 WisdomTree US MidCap Fund shares in Q4 2021, an estimated $789K.
  • TIAA FSB first reported a position in WisdomTree US MidCap Fund in Q1 2018 and held it in 9 quarters.
  • TIAA FSB's WisdomTree US MidCap Fund position peaked at $795K in Q2 2021.
  • 146 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2021.

Based on TIAA FSB's 13F filing for Q4 2021, filed 1 Feb 2022.