AF
EZM icon

Allworth Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Allworth Financial’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 		$52K Buy
773
+269
+53% +$18.6K ﹤0.01% 2298
2025
Q4 		$33.7K Hold
504
– – ﹤0.01% 2465
2025
Q3 		$33.2K Sell
504
-102
-17% -$6.59K ﹤0.01% 2392
2025
Q2 		$37.4K Buy
606
+80
+15% +$4.71K ﹤0.01% 2122
2025
Q1 		$30K Buy
526
+132
+34% +$8.24K ﹤0.01% 1829
2024
Q4 		$25.6K Buy
+394
New +$25.2K ﹤0.01% 1945
2020
Q4 		– Sell
-82
Closed -$3K – 1374
2020
Q3 		$3K Hold
82
– – ﹤0.01% 922
2020
Q2 		$3K Hold
82
– – ﹤0.01% 938
2020
Q1 		$2K Hold
82
– – ﹤0.01% 1051
2019
Q4 		$3K Hold
82
– – ﹤0.01% 844
2019
Q3 		$3K Hold
82
– – ﹤0.01% 756
2019
Q2 		$3K Buy
+82
New +$3.25K ﹤0.01% 746

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