Vigilant Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Vigilant Capital Management’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
2023 Q2	$377K	Hold	7,122	–	–	0.03%	108
2023 Q1	$354K	Hold	7,122	–	–	0.03%	105
2022 Q4	$346K	Hold	7,122	–	–	0.03%	104
2022 Q3	$313K	Hold	7,122	–	–	0.03%	114
2022 Q2	$327K	Hold	7,122	–	–	0.03%	116
2022 Q1	$389K	Hold	7,122	–	–	0.03%	124
2021 Q4	$401K	Hold	7,122	–	–	0.03%	134
2021 Q3	$370K	Hold	7,122	–	–	0.03%	107
2021 Q2	$373K	Hold	7,122	–	–	0.03%	106
2021 Q1	$363K	Buy	+7,122	New	+$342K	0.03%	98
2020 Q1	–	Sell	-1,772	Closed	-$75K	–	355
2019 Q4	$75K	Hold	1,772	–	–	0.01%	240
2019 Q3	$70K	Hold	1,772	–	–	0.01%	223
2019 Q2	$71K	Hold	1,772	–	–	0.01%	205
2019 Q1	$70K	Hold	1,772	–	–	0.01%	210
2018 Q4	$61K	Hold	1,772	–	–	0.01%	237
2018 Q3	$73K	Hold	1,772	–	–	0.01%	232
2018 Q2	$71K	Buy	+1,772	New	+$70.3K	0.01%	214

Other funds holding EZM

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Vigilant Capital Management's EZM Position: Q2 2023 in Review

Vigilant Capital Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2023 at 7,122 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #108.

Vigilant Capital Management first reported a position in EZM in Q2 2018 and has held it in 17 quarters since. The position peaked at $401K in Q4 2021. 137 funds tracked by Wall St. Rank hold EZM as of Q2 2023.

Vigilant Capital Management held 7,122 shares of WisdomTree US MidCap Fund worth $377K as of Q2 2023.
Vigilant Capital Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2023.
WisdomTree US MidCap Fund made up 0.03% of Vigilant Capital Management's portfolio in Q2 2023, its #108 holding.
Vigilant Capital Management first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 17 quarters since.
Vigilant Capital Management's WisdomTree US MidCap Fund position peaked at $401K in Q4 2021.
137 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.