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WR Wealth Planners’s WisdomTree US MidCap Fund EZM Stock Holding History

WR Wealth Planners’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
-225
Closed -$11.4K – 409
2023
Q3 		$11.4K Hold
225
– – ﹤0.01% 524
2023
Q2 		$11.9K Buy
+225
New +$11.2K ﹤0.01% 521

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

WR Wealth Planners's EZM Position: Q4 2023 in Review

WR Wealth Planners sold out of WisdomTree US MidCap Fund (EZM) in Q4 2023, closing a stake of 225 shares — an estimated $11.4K sold.

WR Wealth Planners first reported a position in EZM in Q2 2023 and held it in 2 quarters. The position peaked at $11.9K in Q2 2023. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2023.

  • WR Wealth Planners reported no remaining WisdomTree US MidCap Fund position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 225 WisdomTree US MidCap Fund shares in Q4 2023, an estimated $11.4K.
  • WR Wealth Planners first reported a position in WisdomTree US MidCap Fund in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's WisdomTree US MidCap Fund position peaked at $11.9K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.