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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
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.