Vantage Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Vantage Investment 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
2017 Q3	–	Sell	-238	Closed	-$8.56K	–	805
2017 Q2	$9K	Buy	238 +1	+0.4%	+$35	﹤0.01%	562
2017 Q1	$8K	Hold	237	–	–	﹤0.01%	568
2016 Q4	$8K	Buy	+237	New	+$7.77K	﹤0.01%	552
2016 Q2	–	Sell	-234	Closed	-$7K	–	862
2016 Q1	$7K	Hold	234	–	–	﹤0.01%	571
2015 Q4	$7K	Buy	234 +3	+1%	+$90	﹤0.01%	558
2015 Q3	$7K	Hold	231	–	–	﹤0.01%	569
2015 Q2	$7K	Sell	231 -231	-50%	-$7.45K	﹤0.01%	556
2015 Q1	$15K	Buy	462 +231	+100%	+$7.21K	﹤0.01%	544
2014 Q4	$7K	Buy	231 +3	+1%	+$90	﹤0.01%	574
2014 Q3	$7K	Hold	228	–	–	﹤0.01%	534
2014 Q2	$7K	Hold	228	–	–	﹤0.01%	533
2014 Q1	$7K	Hold	228	–	–	﹤0.01%	480
2013 Q4	$7K	Buy	+228	New	+$6.29K	﹤0.01%	449

Other funds holding EZM

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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

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

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

Vantage Investment Advisors's EZM Position: Q3 2017 in Review

Vantage Investment Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2017, closing a stake of 238 shares — an estimated $8.56K sold.

Vantage Investment Advisors first reported a position in EZM in Q4 2013 and held it in 13 quarters. The position peaked at $15K in Q1 2015. 84 funds tracked by Wall St. Rank hold EZM as of Q3 2017.

Vantage Investment Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2017 after selling out during the quarter.
Vantage Investment Advisors sold 238 WisdomTree US MidCap Fund shares in Q3 2017, an estimated $8.56K.
Vantage Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2013 and held it in 13 quarters.
Vantage Investment Advisors's WisdomTree US MidCap Fund position peaked at $15K in Q1 2015.
84 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2017.

Based on Vantage Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.