TrueWealth LLC’s WisdomTree US MidCap Fund EZM Stock Holding History

TrueWealth LLC’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
2020 Q2	$17K	Hold	508	–	–	0.01%	396
2020 Q1	$13K	Hold	508	–	–	0.01%	418
2019 Q4	$21K	Hold	508	–	–	0.01%	371
2019 Q3	$20K	Hold	508	–	–	0.01%	369
2019 Q2	$20K	Sell	508 -90	-15%	-$3.57K	0.01%	367
2019 Q1	$24K	Hold	598	–	–	0.01%	347
2018 Q4	$21K	Hold	598	–	–	0.01%	354
2018 Q3	$25K	Hold	598	–	–	0.01%	358
2018 Q2	$24K	Buy	+598	New	+$23.7K	0.01%	361

Other funds holding EZM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

TrueWealth LLC's EZM Position: Q2 2020 in Review

TrueWealth LLC held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2020 at 508 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #396.

TrueWealth LLC first reported a position in EZM in Q2 2018 and has held it in 9 quarters since. The position peaked at $25K in Q3 2018. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

TrueWealth LLC held 508 shares of WisdomTree US MidCap Fund worth $17K as of Q2 2020.
TrueWealth LLC left its WisdomTree US MidCap Fund share count unchanged in Q2 2020.
WisdomTree US MidCap Fund made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #396 holding.
TrueWealth LLC first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 9 quarters since.
TrueWealth LLC's WisdomTree US MidCap Fund position peaked at $25K in Q3 2018.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.