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White Lighthouse Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History

White Lighthouse Investment Management’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
2018
Q4 		– Sell
-5,505
Closed -$228K – 113
2018
Q3 		$228K Sell
5,505
-250
-4% -$10.4K 0.12% 106
2018
Q2 		$231K Sell
5,755
-500
-8% -$19.8K 0.13% 104
2018
Q1 		$242K Sell
6,255
-300
-5% -$11.9K 0.14% 102
2017
Q4 		$260K Buy
+6,555
New +$252K 0.15% 105

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
TLIC
Taiyo Life Insurance Company Chuo-Ku, Tokyo, Japan $906M AUM 19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

White Lighthouse Investment Management's EZM Position: Q4 2018 in Review

White Lighthouse Investment Management sold out of WisdomTree US MidCap Fund (EZM) in Q4 2018, closing a stake of 5,505 shares — an estimated $228K sold.

White Lighthouse Investment Management first reported a position in EZM in Q4 2017 and held it in 4 quarters. The position peaked at $260K in Q4 2017. 125 funds tracked by Wall St. Rank hold EZM as of Q4 2018.

  • White Lighthouse Investment Management reported no remaining WisdomTree US MidCap Fund position as of Q4 2018 after selling out during the quarter.
  • White Lighthouse Investment Management sold 5,505 WisdomTree US MidCap Fund shares in Q4 2018, an estimated $228K.
  • White Lighthouse Investment Management first reported a position in WisdomTree US MidCap Fund in Q4 2017 and held it in 4 quarters.
  • White Lighthouse Investment Management's WisdomTree US MidCap Fund position peaked at $260K in Q4 2017.
  • 125 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2018.

Based on White Lighthouse Investment Management's 13F filing for Q4 2018, filed 23 Jan 2019.