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

USAdvisors 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
2020
Q3 		– Sell
-6,183
Closed -$201K – 69
2020
Q2 		$201K Sell
6,183
-1,690
-21% -$51.5K 0.11% 70
2020
Q1 		$208K Sell
7,873
-21,019
-73% -$778K 0.13% 66
2019
Q4 		$1.22M Buy
+28,892
New +$1.18M 0.63% 25

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

USAdvisors Wealth Management's EZM Position: Q3 2020 in Review

USAdvisors Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2020, closing a stake of 6,183 shares — an estimated $201K sold.

USAdvisors Wealth Management first reported a position in EZM in Q4 2019 and held it in 3 quarters. The position peaked at $1.22M in Q4 2019. 114 funds tracked by Wall St. Rank hold EZM as of Q3 2020.

  • USAdvisors Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2020 after selling out during the quarter.
  • USAdvisors Wealth Management sold 6,183 WisdomTree US MidCap Fund shares in Q3 2020, an estimated $201K.
  • USAdvisors Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 3 quarters.
  • USAdvisors Wealth Management's WisdomTree US MidCap Fund position peaked at $1.22M in Q4 2019.
  • 114 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2020.

Based on USAdvisors Wealth Management's 13F filing for Q3 2020, filed 4 Nov 2020.