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Washington Trust Bank’s WisdomTree US MidCap Fund EZM Stock Holding History

Washington Trust Bank’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
2019
Q2 		– Sell
-6,525
Closed -$257K – 315
2019
Q1 		$257K Buy
+6,525
New +$252K 0.04% 171
2018
Q2 		– Sell
-1,582
Closed -$61K – 675
2018
Q1 		$61K Hold
1,582
– – 0.01% 375
2017
Q4 		$63K Buy
+1,582
New +$60.7K 0.01% 387

Other funds holding EZM

SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 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
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

Washington Trust Bank's EZM Position: Q2 2019 in Review

Washington Trust Bank sold out of WisdomTree US MidCap Fund (EZM) in Q2 2019, closing a stake of 6,525 shares — an estimated $257K sold.

Washington Trust Bank first reported a position in EZM in Q4 2017 and held it in 3 quarters. The position peaked at $257K in Q1 2019. 134 funds tracked by Wall St. Rank hold EZM as of Q2 2019.

  • Washington Trust Bank reported no remaining WisdomTree US MidCap Fund position as of Q2 2019 after selling out during the quarter.
  • Washington Trust Bank sold 6,525 WisdomTree US MidCap Fund shares in Q2 2019, an estimated $257K.
  • Washington Trust Bank first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 3 quarters.
  • Washington Trust Bank's WisdomTree US MidCap Fund position peaked at $257K in Q1 2019.
  • 134 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.