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

Virtue 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
2018
Q2 		– Sell
-187
Closed -$7K – 277
2018
Q1 		$7K Sell
187
-105
-36% -$4.17K ﹤0.01% 400
2017
Q4 		$12K Buy
+292
New +$11.2K 0.01% 333

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $735M AUM 21.69% 1-Year Est. Return

Virtue Capital Management's EZM Position: Q2 2018 in Review

Virtue Capital Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2018, closing a stake of 187 shares — an estimated $7K sold.

Virtue Capital Management first reported a position in EZM in Q4 2017 and held it in 2 quarters. The position peaked at $12K in Q4 2017. 123 funds tracked by Wall St. Rank hold EZM as of Q2 2018.

  • Virtue Capital Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 187 WisdomTree US MidCap Fund shares in Q2 2018, an estimated $7K.
  • Virtue Capital Management first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 2 quarters.
  • Virtue Capital Management's WisdomTree US MidCap Fund position peaked at $12K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2018.

Based on Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.