Tilia Fiduciary Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-153	Closed	-$8.1K	–	219
2023 Q2	$8.1K	Buy	153 +1	+0.7%	+$50	0.01%	389
2023 Q1	$7.58K	Hold	152	–	–	0.01%	386
2022 Q4	$7.39K	Buy	152 +1	+0.7%	+$49	0.01%	380
2022 Q3	$7K	Buy	151 +2	+1%	+$97	0.01%	396
2022 Q2	$7K	Buy	149 +1	+0.7%	+$51	0.01%	408
2022 Q1	$8K	Hold	148	–	–	0.01%	414
2021 Q4	$8K	Buy	+148	New	+$8.14K	0.01%	433

Other funds holding EZM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

3LCM

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

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

Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Tilia Fiduciary Partners's EZM Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of WisdomTree US MidCap Fund (EZM) in Q3 2023, closing a stake of 153 shares — an estimated $8.1K sold.

Tilia Fiduciary Partners first reported a position in EZM in Q4 2021 and held it in 7 quarters. The position peaked at $8.1K in Q2 2023. 137 funds tracked by Wall St. Rank hold EZM as of Q3 2023.

Tilia Fiduciary Partners reported no remaining WisdomTree US MidCap Fund position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 153 WisdomTree US MidCap Fund shares in Q3 2023, an estimated $8.1K.
Tilia Fiduciary Partners first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's WisdomTree US MidCap Fund position peaked at $8.1K in Q2 2023.
137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.