WA
EZM icon

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

Win 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
2023
Q4 		– Sell
-227,807
Closed -$11.6M – 61
2023
Q3 		$11.6M Buy
+227,807
New +$12.1M 5.66% 7
2022
Q1 		– Sell
-6,513
Closed -$367K – 202
2021
Q4 		$367K Buy
+6,513
New +$358K 0.08% 44

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Win Advisors's EZM Position: Q4 2023 in Review

Win Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q4 2023, closing a stake of 227,807 shares — an estimated $11.6M sold.

Win Advisors first reported a position in EZM in Q4 2021 and held it in 2 quarters. The position peaked at $11.6M in Q3 2023. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2023.

  • Win Advisors reported no remaining WisdomTree US MidCap Fund position as of Q4 2023 after selling out during the quarter.
  • Win Advisors sold 227,807 WisdomTree US MidCap Fund shares in Q4 2023, an estimated $11.6M.
  • Win Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2021 and held it in 2 quarters.
  • Win Advisors's WisdomTree US MidCap Fund position peaked at $11.6M in Q3 2023.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.