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Westwood Holdings Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Westwood Holdings Group’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
Q3 		– Sell
-501
Closed -$18K – 456
2017
Q2 		$18K Buy
+501
New +$17.8K ﹤0.01% 494

Other funds holding EZM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return

Westwood Holdings Group's EZM Position: Q3 2017 in Review

Westwood Holdings Group sold out of WisdomTree US MidCap Fund (EZM) in Q3 2017, closing a stake of 501 shares — an estimated $18K sold.

Westwood Holdings Group first reported a position in EZM in Q2 2017 and held it in 1 quarter. The position peaked at $18K in Q2 2017. 84 funds tracked by Wall St. Rank hold EZM as of Q3 2017.

  • Westwood Holdings Group reported no remaining WisdomTree US MidCap Fund position as of Q3 2017 after selling out during the quarter.
  • Westwood Holdings Group sold 501 WisdomTree US MidCap Fund shares in Q3 2017, an estimated $18K.
  • Westwood Holdings Group first reported a position in WisdomTree US MidCap Fund in Q2 2017 and held it in 1 quarter.
  • Westwood Holdings Group's WisdomTree US MidCap Fund position peaked at $18K in Q2 2017.
  • 84 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2017.

Based on Westwood Holdings Group's 13F filing for Q3 2017, filed 14 Nov 2017.