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VSR Financial Services’s WisdomTree US MidCap Fund EZM Stock Holding History

VSR Financial Services’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
2015
Q1 		– Sell
-19,002
Closed -$587K – 569
2014
Q4 		$587K Buy
19,002
+5,613
+42% +$168K 0.07% 297
2014
Q3 		$391K Sell
13,389
-2,253
-14% -$68.1K 0.05% 387
2014
Q2 		$482K Buy
+15,642
New +$464K 0.06% 329

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Suntrust Banks
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

VSR Financial Services's EZM Position: Q1 2015 in Review

VSR Financial Services sold out of WisdomTree US MidCap Fund (EZM) in Q1 2015, closing a stake of 19,002 shares — an estimated $587K sold.

VSR Financial Services first reported a position in EZM in Q2 2014 and held it in 3 quarters. The position peaked at $587K in Q4 2014. 64 funds tracked by Wall St. Rank hold EZM as of Q1 2015.

  • VSR Financial Services reported no remaining WisdomTree US MidCap Fund position as of Q1 2015 after selling out during the quarter.
  • VSR Financial Services sold 19,002 WisdomTree US MidCap Fund shares in Q1 2015, an estimated $587K.
  • VSR Financial Services first reported a position in WisdomTree US MidCap Fund in Q2 2014 and held it in 3 quarters.
  • VSR Financial Services's WisdomTree US MidCap Fund position peaked at $587K in Q4 2014.
  • 64 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2015.

Based on VSR Financial Services's 13F filing for Q1 2015, filed 13 May 2015.