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WFG Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

WFG 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
2017
Q2 		$222K Sell
6,190
-82
-1% -$2.91K 0.05% 347
2017
Q1 		$221K Buy
6,272
+1,490
+31% +$52.2K 0.06% 312
2016
Q4 		$164K Buy
4,782
+435
+10% +$14.3K 0.04% 419
2016
Q3 		$139K Sell
4,347
-2,130
-33% -$67.4K 0.03% 449
2016
Q2 		$197K Buy
6,477
+150
+2% +$4.55K 0.05% 344
2016
Q1 		$190K Hold
6,327
– – 0.06% 311
2015
Q4 		$184K Sell
6,327
-360
-5% -$10.8K 0.06% 307
2015
Q3 		$192K Sell
6,687
-300
-4% -$9.16K 0.06% 301
2015
Q2 		$221K Buy
6,987
+810
+13% +$26.1K 0.06% 317
2015
Q1 		$199K Sell
6,177
-210
-3% -$6.55K 0.06% 351
2014
Q4 		$197K Buy
6,387
+165
+3% +$4.95K 0.04% 432
2014
Q3 		$182K Buy
+6,222
New +$188K 0.03% 475
2013
Q4 		– Sell
-540
Closed -$14K – 2246
2013
Q3 		$14K Hold
540
– – ﹤0.01% 1395
2013
Q2 		$13K Buy
+540
New +$12.8K ﹤0.01% 1369

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
TA
TMD & Associates Scottsdale, Arizona $146M AUM 1.29% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WFG Advisors's EZM Position: Q2 2017 in Review

WFG Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 1.3% in Q2 2017, selling an estimated $2.91K and leaving 6,190 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #347.

WFG Advisors first reported a position in EZM in Q2 2013 and has held it in 14 quarters since. 92 funds tracked by Wall St. Rank hold EZM as of Q2 2017.

  • WFG Advisors held 6,190 shares of WisdomTree US MidCap Fund worth $222K as of Q2 2017.
  • WFG Advisors sold 82 WisdomTree US MidCap Fund shares in Q2 2017, an estimated $2.91K.
  • WisdomTree US MidCap Fund made up 0.05% of WFG Advisors's portfolio in Q2 2017, its #347 holding.
  • WFG Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 14 quarters since.
  • 92 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.