AWM
EZM icon

AE Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

AE Wealth Management’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 		$48.4K Hold
719
– – ﹤0.01% 1963
2025
Q4 		$48.1K Hold
719
– – ﹤0.01% 1857
2025
Q3 		$47.4K Sell
719
-2,000
-74% -$129K ﹤0.01% 1722
2025
Q2 		$168K Buy
2,719
+2,292
+537% +$135K ﹤0.01% 1353
2025
Q1 		$25.5K Hold
427
– – ﹤0.01% 1690
2024
Q4 		$26.7K Buy
+427
New +$27.4K ﹤0.01% 1667
2020
Q1 		– Sell
-111,425
Closed -$4.69M – 1157
2019
Q4 		$4.69M Sell
111,425
-14,904
-12% -$607K 0.1% 187
2019
Q3 		$4.98M Buy
126,329
+73,782
+140% +$2.89M 0.14% 143
2019
Q2 		$2.1M Buy
+52,547
New +$2.09M 0.06% 236

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