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EZM icon

UBS’s WisdomTree US MidCap Fund EZM Stock Holding History

UBS’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
2014
Q3 		$16.7M Buy
573,537
+211,188
+58% +$6.39M 0.01% 1071
2014
Q2 		$11.2M Sell
362,349
-33,774
-9% -$1M 0.01% 1277
2014
Q1 		$11.7M Buy
396,123
+158,640
+67% +$4.57M 0.01% 1134
2013
Q4 		$6.85M Buy
237,483
+21,135
+10% +$583K 0.01% 1582
2013
Q3 		$5.68M Sell
216,348
-15,729
-7% -$402K 0.01% 1602
2013
Q2 		$5.57M Buy
+232,077
New +$5.51M 0.01% 1523

Other funds holding EZM

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

UBS's EZM Position: Q3 2014 in Review

UBS increased its WisdomTree US MidCap Fund (EZM) stake by 58% in Q3 2014, buying an estimated $6.39M and bringing the position to 573,537 shares worth $16.7M. The position accounts for 0.01% of the portfolio, ranked #1071.

UBS first reported a position in EZM in Q2 2013 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold EZM as of Q3 2014.

  • UBS held 573,537 shares of WisdomTree US MidCap Fund worth $16.7M as of Q3 2014.
  • UBS bought 211,188 WisdomTree US MidCap Fund shares in Q3 2014, an estimated $6.39M.
  • WisdomTree US MidCap Fund made up 0.01% of UBS's portfolio in Q3 2014, its #1071 holding.
  • UBS first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.