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Verus Capital Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Verus Capital Partners’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
Q1 		$136K Buy
5,134
+1,012
+25% +$37.4K 0.04% 249
2019
Q4 		$173K Buy
+4,122
New +$168K 0.06% 258

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Verus Capital Partners's EZM Position: Q1 2020 in Review

Verus Capital Partners increased its WisdomTree US MidCap Fund (EZM) stake by 25% in Q1 2020, buying an estimated $37.4K and bringing the position to 5,134 shares worth $136K. The position accounts for 0.04% of the portfolio, ranked #249.

Verus Capital Partners first reported a position in EZM in Q4 2019 and has held it in 2 quarters since. The position peaked at $173K in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

  • Verus Capital Partners held 5,134 shares of WisdomTree US MidCap Fund worth $136K as of Q1 2020.
  • Verus Capital Partners bought 1,012 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $37.4K.
  • WisdomTree US MidCap Fund made up 0.04% of Verus Capital Partners's portfolio in Q1 2020, its #249 holding.
  • Verus Capital Partners first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 2 quarters since.
  • Verus Capital Partners's WisdomTree US MidCap Fund position peaked at $173K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.