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EZM icon

TNF’s WisdomTree US MidCap Fund EZM Stock Holding History

TNF’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
Q1 		– Sell
-6,467
Closed -$353K – 101
2022
Q4 		$353K Sell
6,467
-908
-12% -$44.2K 0.16% 70
2022
Q3 		$336K Buy
7,375
+26
+0.4% +$1.27K 0.17% 65
2022
Q2 		$356K Sell
7,349
-2,912
-28% -$148K 0.17% 70
2022
Q1 		$538K Buy
10,261
+23
+0.2% +$1.25K 0.24% 55
2021
Q4 		$578K Sell
10,238
-412
-4% -$22.7K 0.24% 55
2021
Q3 		$583K Buy
+10,650
New +$560K 0.25% 54

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TNF's EZM Position: Q1 2023 in Review

TNF sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 6,467 shares — an estimated $353K sold.

TNF first reported a position in EZM in Q3 2021 and held it in 6 quarters. The position peaked at $583K in Q3 2021. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

  • TNF reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
  • TNF sold 6,467 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $353K.
  • TNF first reported a position in WisdomTree US MidCap Fund in Q3 2021 and held it in 6 quarters.
  • TNF's WisdomTree US MidCap Fund position peaked at $583K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on TNF's 13F filing for Q1 2023, filed 1 May 2023.