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BlueChip Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

BlueChip Wealth Advisors’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
Q3 		– Sell
-3,610
Closed -$223K – 162
2025
Q2 		$223K Hold
3,610
– – 0.1% 157
2025
Q1 		$215K Buy
+3,610
New +$225K 0.11% 146
2024
Q4 		– Sell
-4,387
Closed -$273K – 144
2024
Q3 		$273K Sell
4,387
-360
-8% -$21.6K 0.14% 126
2024
Q2 		$274K Buy
4,747
+103
+2% +$6.03K 0.16% 114
2024
Q1 		$283K Hold
4,644
– – 0.18% 99
2023
Q4 		$267K Buy
+4,644
New +$240K 0.19% 97

Other funds holding EZM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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 $74.2B AUM 21.09% 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

BlueChip Wealth Advisors's EZM Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2025, closing a stake of 3,610 shares — an estimated $223K sold.

BlueChip Wealth Advisors first reported a position in EZM in Q4 2023 and held it in 6 quarters. The position peaked at $283K in Q1 2024. 145 funds tracked by Wall St. Rank hold EZM as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 3,610 WisdomTree US MidCap Fund shares in Q3 2025, an estimated $223K.
  • BlueChip Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2023 and held it in 6 quarters.
  • BlueChip Wealth Advisors's WisdomTree US MidCap Fund position peaked at $283K in Q1 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.