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Total Clarity Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Total Clarity Wealth Management’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
Q3 		– Sell
-111
Closed -$5K – 449
2022
Q2 		$5K Buy
+111
New +$5.63K ﹤0.01% 804

Other funds holding EZM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
DC
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Total Clarity Wealth Management's EZM Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2022, closing a stake of 111 shares — an estimated $5K sold.

Total Clarity Wealth Management first reported a position in EZM in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 121 funds tracked by Wall St. Rank hold EZM as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 111 WisdomTree US MidCap Fund shares in Q3 2022, an estimated $5K.
  • Total Clarity Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's WisdomTree US MidCap Fund position peaked at $5K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.