Wealth Management Associates’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealth Management Associates’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
2020 Q1	–	Sell	-6,375	Closed	-$268K	–	130
2019 Q4	$268K	Sell	6,375 -168	-3%	-$6.84K	0.19%	120
2019 Q3	$258K	Sell	6,543 -348	-5%	-$13.6K	0.21%	117
2019 Q2	$276K	Buy	6,891 +2	+0%	+$79	0.27%	75
2019 Q1	$271K	Sell	6,889 -424	-6%	-$16.4K	0.3%	76
2018 Q4	$251K	Buy	+7,313	New	+$275K	0.34%	69

Other funds holding EZM

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

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wealth Management Associates's EZM Position: Q1 2020 in Review

Wealth Management Associates sold out of WisdomTree US MidCap Fund (EZM) in Q1 2020, closing a stake of 6,375 shares — an estimated $268K sold.

Wealth Management Associates first reported a position in EZM in Q4 2018 and held it in 5 quarters. The position peaked at $276K in Q2 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q1 2020.

Wealth Management Associates reported no remaining WisdomTree US MidCap Fund position as of Q1 2020 after selling out during the quarter.
Wealth Management Associates sold 6,375 WisdomTree US MidCap Fund shares in Q1 2020, an estimated $268K.
Wealth Management Associates first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 5 quarters.
Wealth Management Associates's WisdomTree US MidCap Fund position peaked at $276K in Q2 2019.
129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.