ASN
EZM icon

Advisory Services Network’s WisdomTree US MidCap Fund EZM Stock Holding History

Advisory Services Network’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 		$74.9K Buy
+1,114
New +$77K ﹤0.01% 2384
2025
Q4 		– Sell
-1,114
Closed -$73.4K – 2604
2025
Q3 		$73.4K Buy
+1,114
New +$72K ﹤0.01% 2236
2024
Q1 		– Sell
-1,218
Closed -$69.9K – 2161
2023
Q4 		$69.9K Buy
+1,218
New +$63K ﹤0.01% 1835
2023
Q2 		– Sell
-1,363
Closed -$67.8K – 2158
2023
Q1 		$67.8K Buy
+1,363
New +$70.3K ﹤0.01% 1857
2019
Q4 		– Sell
-40
Closed -$2K – 3130
2019
Q3 		$2K Hold
40
– – ﹤0.01% 2623
2019
Q2 		$2K Buy
+40
New +$1.59K ﹤0.01% 2621

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return