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Woodard & Company Asset Management Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Woodard & Company Asset Management 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
2021
Q2 		– Sell
-7,631
Closed -$389K – 104
2021
Q1 		$389K Buy
7,631
+5
+0.1% +$240 0.25% 54
2020
Q4 		$331K Buy
+7,626
New +$303K 0.2% 53

Other funds holding EZM

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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 $424B AUM 22.94% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
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

Woodard & Company Asset Management Group's EZM Position: Q2 2021 in Review

Woodard & Company Asset Management Group sold out of WisdomTree US MidCap Fund (EZM) in Q2 2021, closing a stake of 7,631 shares — an estimated $389K sold.

Woodard & Company Asset Management Group first reported a position in EZM in Q4 2020 and held it in 2 quarters. The position peaked at $389K in Q1 2021. 129 funds tracked by Wall St. Rank hold EZM as of Q2 2021.

  • Woodard & Company Asset Management Group reported no remaining WisdomTree US MidCap Fund position as of Q2 2021 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 7,631 WisdomTree US MidCap Fund shares in Q2 2021, an estimated $389K.
  • Woodard & Company Asset Management Group first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's WisdomTree US MidCap Fund position peaked at $389K in Q1 2021.
  • 129 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2021.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2021, filed 2 Aug 2021.