V Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

V Wealth Advisors’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
2022 Q2	–	Sell	-4,942	Closed	-$270K	–	425
2022 Q1	$270K	Buy	4,942 +64	+1%	+$3.47K	0.04%	366
2021 Q4	$275K	Buy	+4,878	New	+$268K	0.04%	368

Other funds holding EZM

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

V Wealth Advisors's EZM Position: Q2 2022 in Review

V Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2022, closing a stake of 4,942 shares — an estimated $270K sold.

V Wealth Advisors first reported a position in EZM in Q4 2021 and held it in 2 quarters. The position peaked at $275K in Q4 2021. 136 funds tracked by Wall St. Rank hold EZM as of Q2 2022.

V Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2022 after selling out during the quarter.
V Wealth Advisors sold 4,942 WisdomTree US MidCap Fund shares in Q2 2022, an estimated $270K.
V Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 2 quarters.
V Wealth Advisors's WisdomTree US MidCap Fund position peaked at $275K in Q4 2021.
136 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2022.

Based on V Wealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.