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Triad Wealth Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Triad Wealth 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
2024
Q3 		– Sell
-211
Closed -$12.2K – 322
2024
Q2 		$12.2K Buy
+211
New +$12.3K 0.01% 425

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Triad Wealth Partners's EZM Position: Q3 2024 in Review

Triad Wealth Partners sold out of WisdomTree US MidCap Fund (EZM) in Q3 2024, closing a stake of 211 shares — an estimated $12.2K sold.

Triad Wealth Partners first reported a position in EZM in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q3 2024.

  • Triad Wealth Partners reported no remaining WisdomTree US MidCap Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 211 WisdomTree US MidCap Fund shares in Q3 2024, an estimated $12.2K.
  • Triad Wealth Partners first reported a position in WisdomTree US MidCap Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's WisdomTree US MidCap Fund position peaked at $12.2K in Q2 2024.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.