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WealthShield Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

WealthShield Partners’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
Q4 		– Sell
-306
Closed -$12K – 273
2019
Q3 		$12K Buy
+306
New +$12K 0.01% 234
2018
Q4 		– Sell
-38
Closed -$2K – 252
2018
Q3 		$2K Hold
38
– – ﹤0.01% 242
2018
Q2 		$2K Hold
38
– – ﹤0.01% 230
2018
Q1 		$1K Sell
38
-49
-56% -$1.95K ﹤0.01% 228
2017
Q4 		$3K Buy
+87
New +$3.34K ﹤0.01% 211

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WealthShield Partners's EZM Position: Q4 2019 in Review

WealthShield Partners sold out of WisdomTree US MidCap Fund (EZM) in Q4 2019, closing a stake of 306 shares — an estimated $12K sold.

WealthShield Partners first reported a position in EZM in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2019. 158 funds tracked by Wall St. Rank hold EZM as of Q4 2019.

  • WealthShield Partners reported no remaining WisdomTree US MidCap Fund position as of Q4 2019 after selling out during the quarter.
  • WealthShield Partners sold 306 WisdomTree US MidCap Fund shares in Q4 2019, an estimated $12K.
  • WealthShield Partners first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 5 quarters.
  • WealthShield Partners's WisdomTree US MidCap Fund position peaked at $12K in Q3 2019.
  • 158 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2019.

Based on WealthShield Partners's 13F filing for Q4 2019, filed 13 Feb 2020.