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Bristlecone Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Bristlecone 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
-200
Closed -$12.4K – 243
2025
Q2 		$12.4K Hold
200
– – ﹤0.01% 281
2025
Q1 		$11.9K Sell
200
-130
-39% -$8.12K ﹤0.01% 351
2024
Q4 		$20.6K Hold
330
– – ﹤0.01% 332
2024
Q3 		$20.6K Buy
+330
New +$19.8K ﹤0.01% 339
2023
Q2 		– Sell
-330
Closed -$16.4K – 288
2023
Q1 		$16.4K Buy
+330
New +$17K ﹤0.01% 322

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 $742M AUM 25.54% 1-Year Est. Return

Bristlecone Advisors's EZM Position: Q3 2025 in Review

Bristlecone Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2025, closing a stake of 200 shares — an estimated $12.4K sold.

Bristlecone Advisors first reported a position in EZM in Q1 2023 and held it in 5 quarters. The position peaked at $20.6K in Q4 2024. 145 funds tracked by Wall St. Rank hold EZM as of Q3 2025.

  • Bristlecone Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 200 WisdomTree US MidCap Fund shares in Q3 2025, an estimated $12.4K.
  • Bristlecone Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's WisdomTree US MidCap Fund position peaked at $20.6K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.