Truvestments Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Truvestments Capital’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	-281	Closed	-$13.7K	–	777
2022 Q4	$13.7K	Buy	+281	New	+$13.7K	0.01%	426
2019 Q4	–	Sell	-283	Closed	-$11K	–	291
2019 Q3	$11K	Hold	283	–	–	0.01%	482
2019 Q2	$11K	Sell	283 -148	-34%	-$5.87K	0.01%	518
2019 Q1	$17K	Buy	+431	New	+$16.7K	0.01%	430
2018 Q3	$26K	Buy	+628	New	+$26.1K	0.01%	474

Other funds holding EZM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truvestments Capital's EZM Position: Q1 2023 in Review

Truvestments Capital sold out of WisdomTree US MidCap Fund (EZM) in Q1 2023, closing a stake of 281 shares — an estimated $13.7K sold.

Truvestments Capital first reported a position in EZM in Q3 2018 and held it in 5 quarters. The position peaked at $26K in Q3 2018. 133 funds tracked by Wall St. Rank hold EZM as of Q1 2023.

Truvestments Capital reported no remaining WisdomTree US MidCap Fund position as of Q1 2023 after selling out during the quarter.
Truvestments Capital sold 281 WisdomTree US MidCap Fund shares in Q1 2023, an estimated $13.7K.
Truvestments Capital first reported a position in WisdomTree US MidCap Fund in Q3 2018 and held it in 5 quarters.
Truvestments Capital's WisdomTree US MidCap Fund position peaked at $26K in Q3 2018.
133 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2023.

Based on Truvestments Capital's 13F filing for Q1 2023, filed 12 May 2023.