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Belpointe Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Belpointe Asset 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
2025
Q2 		– Sell
-8,258
Closed -$492K – 968
2025
Q1 		$492K Buy
+8,258
New +$516K 0.03% 572

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

Belpointe Asset Management's EZM Position: Q2 2025 in Review

Belpointe Asset Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 8,258 shares — an estimated $492K sold.

Belpointe Asset Management first reported a position in EZM in Q1 2025 and held it in 1 quarter. The position peaked at $492K in Q1 2025. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Belpointe Asset Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 8,258 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $492K.
  • Belpointe Asset Management first reported a position in WisdomTree US MidCap Fund in Q1 2025 and held it in 1 quarter.
  • Belpointe Asset Management's WisdomTree US MidCap Fund position peaked at $492K in Q1 2025.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Belpointe Asset Management's 13F filing for Q2 2025, filed 22 Jul 2025.