AAS
EZM icon

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

Avantax 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
Q2 		$1.06M Buy
17,231
+20
+0.1% +$1.18K 0.01% 1132
2025
Q1 		$1.03M Buy
17,211
+5,213
+43% +$326K 0.01% 1079
2024
Q4 		$750K Buy
11,998
+2,573
+27% +$165K ﹤0.01% 1195
2024
Q3 		$588K Buy
9,425
+125
+1% +$7.5K ﹤0.01% 1310
2024
Q2 		$537K Buy
9,300
+5,621
+153% +$329K ﹤0.01% 1319
2024
Q1 		$225K Sell
3,679
-27
-0.7% -$1.55K ﹤0.01% 1477
2023
Q4 		$213K Sell
3,706
-1,580
-30% -$81.7K ﹤0.01% 1445
2023
Q3 		$268K Buy
5,286
+421
+9% +$22.4K ﹤0.01% 1260
2023
Q2 		$258K Buy
4,865
+43
+0.9% +$2.13K ﹤0.01% 1264
2023
Q1 		$240K Sell
4,822
-279
-5% -$14.4K ﹤0.01% 1274
2022
Q4 		$248K Buy
5,101
+17
+0.3% +$828 ﹤0.01% 1203
2022
Q3 		$224K Buy
5,084
+20
+0.4% +$974 ﹤0.01% 1155
2022
Q2 		$233K Buy
5,064
+18
+0.4% +$912 ﹤0.01% 1129
2022
Q1 		$277K Buy
5,046
+282
+6% +$15.3K ﹤0.01% 1038
2021
Q4 		$268K Buy
4,764
+178
+4% +$9.79K ﹤0.01% 1032
2021
Q3 		$239K Buy
4,586
+15
+0.3% +$789 ﹤0.01% 1025
2021
Q2 		$239K Sell
4,571
-380
-8% -$20.1K ﹤0.01% 997
2021
Q1 		$251K Sell
4,951
-826
-14% -$39.6K 0.01% 882
2020
Q4 		$252K Sell
5,777
-31,512
-85% -$1.25M 0.01% 800
2020
Q3 		$1.27M Buy
37,289
+18,417
+98% +$634K 0.02% 471
2020
Q2 		$616K Buy
18,872
+1,272
+7% +$38.8K 0.02% 434
2020
Q1 		$467K Sell
17,600
-2,317
-12% -$85.7K 0.01% 454
2019
Q4 		$840K Buy
+19,917
New +$811K 0.02% 368

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $83.7B AUM 27.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's EZM Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree US MidCap Fund (EZM) stake by 0.12% in Q2 2025, buying an estimated $1.18K and bringing the position to 17,231 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1132.

Avantax Advisory Services first reported a position in EZM in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.27M in Q3 2020. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Avantax Advisory Services held 17,231 shares of WisdomTree US MidCap Fund worth $1.06M as of Q2 2025.
  • Avantax Advisory Services bought 20 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $1.18K.
  • WisdomTree US MidCap Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1132 holding.
  • Avantax Advisory Services first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's WisdomTree US MidCap Fund position peaked at $1.27M in Q3 2020.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.