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Voya Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Voya Financial 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
2016
Q4 		– Sell
-7,194
Closed -$227K – 455
2016
Q3 		$227K Sell
7,194
-11,577
-62% -$366K 0.02% 386
2016
Q2 		$562K Buy
18,771
+75
+0.4% +$2.27K 0.07% 210
2016
Q1 		$561K Buy
18,696
+513
+3% +$14.3K 0.08% 192
2015
Q4 		$533K Sell
18,183
-14,193
-44% -$425K 0.08% 187
2015
Q3 		$915K Buy
32,376
+3,900
+14% +$119K 0.16% 102
2015
Q2 		$899K Buy
28,476
+942
+3% +$30.4K 0.16% 108
2015
Q1 		$889K Buy
+27,534
New +$859K 0.17% 117

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Voya Financial Advisors's EZM Position: Q4 2016 in Review

Voya Financial Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2016, closing a stake of 7,194 shares — an estimated $227K sold.

Voya Financial Advisors first reported a position in EZM in Q1 2015 and held it in 7 quarters. The position peaked at $915K in Q3 2015. 83 funds tracked by Wall St. Rank hold EZM as of Q4 2016.

  • Voya Financial Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2016 after selling out during the quarter.
  • Voya Financial Advisors sold 7,194 WisdomTree US MidCap Fund shares in Q4 2016, an estimated $227K.
  • Voya Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2015 and held it in 7 quarters.
  • Voya Financial Advisors's WisdomTree US MidCap Fund position peaked at $915K in Q3 2015.
  • 83 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2016.

Based on Voya Financial Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.