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WealthShield’s WisdomTree US MidCap Fund EZM Stock Holding History

WealthShield’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
2017
Q4 		$3K Buy
+87
New +$3.34K ﹤0.01% 211

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $1.09B AUM 26.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthShield's EZM Position: Q4 2017 in Review

WealthShield opened a new position in WisdomTree US MidCap Fund (EZM) in Q4 2017: 87 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #211 among its holdings.

113 funds tracked by Wall St. Rank hold EZM as of Q4 2017.

  • WealthShield held 87 shares of WisdomTree US MidCap Fund worth $3K as of Q4 2017.
  • WisdomTree US MidCap Fund was a new WealthShield position in Q4 2017.
  • WisdomTree US MidCap Fund made up ﹤0.01% of WealthShield's portfolio in Q4 2017, its #211 holding.
  • 113 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.