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West Paces Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

West Paces Advisors’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
2021
Q2 		– Sell
-40
Closed -$2.04K – 620
2021
Q1 		$2.04K Buy
+40
New +$1.92K ﹤0.01% 414
2020
Q4 		– Sell
-84
Closed -$2.87K – 418
2020
Q3 		$2.87K Hold
84
– – ﹤0.01% 381
2020
Q2 		$2.74K Hold
84
– – ﹤0.01% 408
2020
Q1 		$2.22K Hold
84
– – ﹤0.01% 417
2019
Q4 		$3.54K Buy
+84
New +$3.42K ﹤0.01% 427

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

West Paces Advisors's EZM Position: Q2 2021 in Review

West Paces Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 40 shares — an estimated $2.04K sold.

West Paces Advisors first reported a position in EZM in Q4 2019 and held it in 5 quarters. The position peaked at $3.54K in Q4 2019. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

  • West Paces Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
  • West Paces Advisors sold 40 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $2.04K.
  • West Paces Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2019 and held it in 5 quarters.
  • West Paces Advisors's WisdomTree US MidCap Fund position peaked at $3.54K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on West Paces Advisors's 13F filing for Q2 2021, filed 20 Dec 2023.