Wealthspire Advisors (Maryland)’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-10,500	Closed	-$277K	–	454
2020 Q1	$277K	Hold	10,500	–	–	0.02%	316
2019 Q4	$442K	Hold	10,500	–	–	0.03%	300
2019 Q3	$414K	Hold	10,500	–	–	0.03%	288
2019 Q2	$420K	Hold	10,500	–	–	0.03%	285
2019 Q1	$413K	Hold	10,500	–	–	0.03%	289
2018 Q4	$360K	Sell	10,500 -945	-8%	-$35.5K	0.03%	283
2018 Q3	$473K	Hold	11,445	–	–	0.04%	257
2018 Q2	$460K	Hold	11,445	–	–	0.04%	254
2018 Q1	$443K	Hold	11,445	–	–	0.04%	270
2017 Q4	$454K	Hold	11,445	–	–	0.04%	275
2017 Q3	$426K	Buy	11,445 +945	+9%	+$34K	0.05%	268
2017 Q2	$376K	Hold	10,500	–	–	0.04%	285
2017 Q1	$370K	Hold	10,500	–	–	0.05%	246
2016 Q4	$359K	Sell	10,500 -300	-3%	-$9.84K	0.05%	237
2016 Q3	$344K	Hold	10,800	–	–	0.05%	236
2016 Q2	$329K	Hold	10,800	–	–	0.05%	233
2016 Q1	$324K	Hold	10,800	–	–	0.06%	236
2015 Q4	$314K	Buy	+10,800	New	+$324K	0.06%	249

Other funds holding EZM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

3AM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EZM Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree US MidCap Fund (EZM) in Q2 2020, closing a stake of 10,500 shares — an estimated $277K sold.

Wealthspire Advisors (Maryland) first reported a position in EZM in Q4 2015 and held it in 18 quarters. The position peaked at $473K in Q3 2018. 122 funds tracked by Wall St. Rank hold EZM as of Q2 2020.

Wealthspire Advisors (Maryland) reported no remaining WisdomTree US MidCap Fund position as of Q2 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 10,500 WisdomTree US MidCap Fund shares in Q2 2020, an estimated $277K.
Wealthspire Advisors (Maryland) first reported a position in WisdomTree US MidCap Fund in Q4 2015 and held it in 18 quarters.
Wealthspire Advisors (Maryland)'s WisdomTree US MidCap Fund position peaked at $473K in Q3 2018.
122 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.