UR
EZM icon

USCA RIA’s WisdomTree US MidCap Fund EZM Stock Holding History

USCA RIA’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
2017
Q4 		– Sell
-14,080
Closed -$504K – 438
2017
Q3 		$504K Hold
14,080
– – 0.07% 283
2017
Q2 		$504K Sell
14,080
-200
-1% -$7.09K 0.06% 284
2017
Q1 		$504K Sell
14,280
-450
-3% -$15.8K 0.07% 265
2016
Q4 		$504K Sell
14,730
-150
-1% -$4.92K 0.08% 254
2016
Q3 		$475K Sell
14,880
-750
-5% -$23.7K 0.08% 252
2016
Q2 		$476K Sell
15,630
-300
-2% -$9.1K 0.08% 242
2016
Q1 		$478K Sell
15,930
-450
-3% -$12.5K 0.09% 217
2015
Q4 		$476K Buy
16,380
+900
+6% +$27K 0.1% 204
2015
Q3 		$443K Buy
15,480
+2,100
+16% +$64.1K 0.11% 200
2015
Q2 		$424K Buy
13,380
+2,760
+26% +$89K 0.11% 199
2015
Q1 		$342K Hold
10,620
– – 0.09% 231
2014
Q4 		$328K Buy
10,620
+2,250
+27% +$67.5K 0.09% 238
2014
Q3 		$244K Buy
8,370
+1,200
+17% +$36.3K 0.07% 267
2014
Q2 		$221K Buy
+7,170
New +$213K 0.07% 259

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

USCA RIA's EZM Position: Q4 2017 in Review

USCA RIA sold out of WisdomTree US MidCap Fund (EZM) in Q4 2017, closing a stake of 14,080 shares — an estimated $504K sold.

USCA RIA first reported a position in EZM in Q2 2014 and held it in 14 quarters. The position peaked at $504K in Q3 2017. 113 funds tracked by Wall St. Rank hold EZM as of Q4 2017.

  • USCA RIA reported no remaining WisdomTree US MidCap Fund position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 14,080 WisdomTree US MidCap Fund shares in Q4 2017, an estimated $504K.
  • USCA RIA first reported a position in WisdomTree US MidCap Fund in Q2 2014 and held it in 14 quarters.
  • USCA RIA's WisdomTree US MidCap Fund position peaked at $504K in Q3 2017.
  • 113 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.