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ABLE Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

ABLE Financial 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
2026
Q1 		– Sell
-3,076
Closed -$205K – 210
2025
Q4 		$205K Hold
3,076
– – 0.04% 204
2025
Q3 		$203K Buy
+3,076
New +$199K 0.04% 202

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

ABLE Financial Group's EZM Position: Q1 2026 in Review

ABLE Financial Group sold out of WisdomTree US MidCap Fund (EZM) in Q1 2026, closing a stake of 3,076 shares — an estimated $205K sold.

ABLE Financial Group first reported a position in EZM in Q3 2025 and held it in 2 quarters. The position peaked at $205K in Q4 2025. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • ABLE Financial Group reported no remaining WisdomTree US MidCap Fund position as of Q1 2026 after selling out during the quarter.
  • ABLE Financial Group sold 3,076 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $205K.
  • ABLE Financial Group first reported a position in WisdomTree US MidCap Fund in Q3 2025 and held it in 2 quarters.
  • ABLE Financial Group's WisdomTree US MidCap Fund position peaked at $205K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.