Valeo Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Valeo Financial 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
2020 Q4	–	Sell	-2,469	Closed	-$84K	–	1723
2020 Q3	$84K	Sell	2,469 -1	-0%	-$34	0.01%	510
2020 Q2	$80K	Sell	2,470 -2,421	-49%	-$73.8K	0.01%	578
2020 Q1	$144K	Buy	4,891 +1,139	+30%	+$42.1K	0.02%	352
2019 Q4	$158K	Buy	3,752 +16	+0.4%	+$651	0.02%	361
2019 Q3	$147K	Buy	3,736 +17	+0.5%	+$666	0.02%	352
2019 Q2	$149K	Buy	3,719 +12	+0.3%	+$476	0.02%	348
2019 Q1	$146K	Buy	+3,707	New	+$143K	0.02%	338

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Valeo Financial Advisors's EZM Position: Q4 2020 in Review

Valeo Financial Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2020, closing a stake of 2,469 shares — an estimated $84K sold.

Valeo Financial Advisors first reported a position in EZM in Q1 2019 and held it in 7 quarters. The position peaked at $158K in Q4 2019. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2020.

Valeo Financial Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2020 after selling out during the quarter.
Valeo Financial Advisors sold 2,469 WisdomTree US MidCap Fund shares in Q4 2020, an estimated $84K.
Valeo Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2019 and held it in 7 quarters.
Valeo Financial Advisors's WisdomTree US MidCap Fund position peaked at $158K in Q4 2019.
125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2020.

Based on Valeo Financial Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.