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West Oak Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

West Oak Capital’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
2015
Q3 		– Sell
-105
Closed -$3.33K – 302
2015
Q2 		$3.33K Buy
+105
New +$3.38K ﹤0.01% 249

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

West Oak Capital's EZM Position: Q3 2015 in Review

West Oak Capital sold out of WisdomTree US MidCap Fund (EZM) in Q3 2015, closing a stake of 105 shares — an estimated $3.33K sold.

West Oak Capital first reported a position in EZM in Q2 2015 and held it in 1 quarter. The position peaked at $3.33K in Q2 2015. 75 funds tracked by Wall St. Rank hold EZM as of Q3 2015.

  • West Oak Capital reported no remaining WisdomTree US MidCap Fund position as of Q3 2015 after selling out during the quarter.
  • West Oak Capital sold 105 WisdomTree US MidCap Fund shares in Q3 2015, an estimated $3.33K.
  • West Oak Capital first reported a position in WisdomTree US MidCap Fund in Q2 2015 and held it in 1 quarter.
  • West Oak Capital's WisdomTree US MidCap Fund position peaked at $3.33K in Q2 2015.
  • 75 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2015.

Based on West Oak Capital's 13F filing for Q3 2015, filed 2 Oct 2015.