Better Money Decisions’s WisdomTree US MidCap Fund EZM Stock Holding History

Better Money Decisions’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
2024 Q4	–	Sell	-3,231	Closed	-$201K	–	68
2024 Q3	$201K	Buy	+3,231	New	+$194K	0.14%	64
2022 Q3	–	Sell	-3,182	Closed	-$146K	–	182
2022 Q2	$146K	Buy	+3,182	New	+$161K	0.12%	71
2021 Q4	–	Sell	-3,153	Closed	-$164K	–	240
2021 Q3	$164K	Buy	3,153 +17	+0.5%	+$895	0.14%	79
2021 Q2	$164K	Buy	+3,136	New	+$166K	0.15%	76

Other funds holding EZM

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

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

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

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

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

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Better Money Decisions's EZM Position: Q4 2024 in Review

Better Money Decisions sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 3,231 shares — an estimated $201K sold.

Better Money Decisions first reported a position in EZM in Q2 2021 and held it in 4 quarters. The position peaked at $201K in Q3 2024. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

Better Money Decisions reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
Better Money Decisions sold 3,231 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $201K.
Better Money Decisions first reported a position in WisdomTree US MidCap Fund in Q2 2021 and held it in 4 quarters.
Better Money Decisions's WisdomTree US MidCap Fund position peaked at $201K in Q3 2024.
147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Better Money Decisions's 13F filing for Q4 2024, filed 24 Jan 2025.