Cetera Investment Advisers
EZM icon

Cetera Investment Advisers’s WisdomTree US MidCap Fund EZM Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$4.15M Sell
61,681
-2,699
-4% -$187K ﹤0.01% 1649
2025
Q4 		$4.3M Sell
64,380
-6,882
-10% -$454K ﹤0.01% 1568
2025
Q3 		$4.7M Buy
71,262
+15,363
+27% +$992K 0.01% 1449
2025
Q2 		$3.45M Sell
55,899
-10,049
-15% -$592K 0.01% 1457
2025
Q1 		$3.93M Sell
65,948
-9,245
-12% -$577K 0.01% 1269
2024
Q4 		$4.7M Sell
75,193
-19,706
-21% -$1.26M 0.01% 1067
2024
Q3 		$5.92M Sell
94,899
-7,868
-8% -$472K 0.01% 923
2024
Q2 		$5.94M Sell
102,767
-87,675
-46% -$5.13M 0.01% 914
2024
Q1 		$11.6M Buy
190,442
+145,557
+324% +$8.36M 0.03% 613
2023
Q4 		$2.58M Buy
44,885
+5,023
+13% +$260K 0.02% 686
2023
Q3 		$2.02M Buy
39,862
+985
+3% +$52.4K 0.02% 742
2023
Q2 		$2.06M Buy
+38,877
New +$1.93M 0.02% 756
2021
Q4 		– Sell
-4,371
Closed -$227K – 1887
2021
Q3 		$227K Sell
4,371
-466
-10% -$24.5K ﹤0.01% 1594
2021
Q2 		$253K Sell
4,837
-1,637
-25% -$86.7K ﹤0.01% 1521
2021
Q1 		$330K Sell
6,474
-948
-13% -$45.5K 0.01% 1206
2020
Q4 		$323K Buy
7,422
+832
+13% +$33K 0.01% 1198
2020
Q3 		$225K Buy
6,590
+8
+0.1% +$275 0.02% 566
2020
Q2 		$214K Buy
+6,582
New +$201K 0.02% 565
2020
Q1 		– Sell
-5,337
Closed -$223K – 573
2019
Q4 		$223K Buy
5,337
+309
+6% +$12.6K 0.02% 524
2019
Q3 		$200K Buy
+5,028
New +$197K 0.02% 511

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 $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Cetera Investment Advisers's EZM Position: Q1 2026 in Review

Cetera Investment Advisers reduced its WisdomTree US MidCap Fund (EZM) stake by 4.2% in Q1 2026, selling an estimated $187K and leaving 61,681 shares worth $4.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

Cetera Investment Advisers first reported a position in EZM in Q3 2019 and has held it in 20 quarters since. The position peaked at $11.6M in Q1 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Cetera Investment Advisers held 61,681 shares of WisdomTree US MidCap Fund worth $4.15M as of Q1 2026.
  • Cetera Investment Advisers sold 2,699 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $187K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1649 holding.
  • Cetera Investment Advisers first reported a position in WisdomTree US MidCap Fund in Q3 2019 and has held it in 20 quarters since.
  • Cetera Investment Advisers's WisdomTree US MidCap Fund position peaked at $11.6M in Q1 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.