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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-226	Closed	-$14.9K	–	1294
2025 Q3	$14.9K	Buy	226 +1	+0.4%	+$65	﹤0.01%	1537
2025 Q2	$13.9K	Buy	+225	New	+$13.2K	﹤0.01%	1888
2023 Q2	–	Sell	-218	Closed	-$10.9K	–	1171
2023 Q1	$10.9K	Buy	+218	New	+$11.2K	﹤0.01%	1864

Other funds holding EZM

Align Financial Hermantown, Minnesota $176M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameritas Advisory Services's EZM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of WisdomTree US MidCap Fund (EZM) in Q4 2025, closing a stake of 226 shares — an estimated $14.9K sold.

Ameritas Advisory Services first reported a position in EZM in Q1 2023 and held it in 3 quarters. The position peaked at $14.9K in Q3 2025. 169 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

Ameritas Advisory Services reported no remaining WisdomTree US MidCap Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 226 WisdomTree US MidCap Fund shares in Q4 2025, an estimated $14.9K.
Ameritas Advisory Services first reported a position in WisdomTree US MidCap Fund in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's WisdomTree US MidCap Fund position peaked at $14.9K in Q3 2025.
169 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.