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Chicago Partners Investment Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Chicago Partners Investment Group’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
-3,996
Closed -$248K – 857
2024
Q3 		$248K Buy
3,996
+11
+0.3% +$660 0.01% 687
2024
Q2 		$247K Buy
3,985
+13
+0.3% +$761 0.01% 649
2024
Q1 		$231K Buy
3,972
+11
+0.3% +$632 0.01% 652
2023
Q4 		$223K Buy
+3,961
New +$205K 0.01% 621
2020
Q2 		– Sell
-9,869
Closed -$281K – 390
2020
Q1 		$281K Hold
9,869
– – 0.04% 260
2019
Q4 		$421K Buy
9,869
+189
+2% +$7.69K 0.05% 233
2019
Q3 		$388K Hold
9,680
– – 0.05% 228
2019
Q2 		$383K Hold
9,680
– – 0.05% 221
2019
Q1 		$395K Hold
9,680
– – 0.06% 209
2018
Q4 		$356K Sell
9,680
-2,040
-17% -$76.7K 0.05% 237
2018
Q3 		$431K Hold
11,720
– – 0.06% 205
2018
Q2 		$471K Sell
11,720
-415
-3% -$16.5K 0.07% 179
2018
Q1 		$469K Hold
12,135
– – 0.08% 163
2017
Q4 		$482K Hold
12,135
– – 0.08% 166
2017
Q3 		$452K Sell
12,135
-1,325
-10% -$47.7K 0.08% 170
2017
Q2 		$706K Buy
13,460
+11,420
+560% +$405K 0.18% 91
2017
Q1 		$72K Buy
2,040
+573
+39% +$20.1K 0.02% 282
2016
Q4 		$50K Hold
1,467
– – 0.02% 301
2016
Q3 		$47K Hold
1,467
– – 0.02% 306
2016
Q2 		$45K Hold
1,467
– – 0.02% 260
2016
Q1 		$44K Hold
1,467
– – 0.02% 243
2015
Q4 		$43K Hold
1,467
– – 0.02% 296
2015
Q3 		$42K Sell
1,467
-1,527
-51% -$46.6K 0.02% 244
2015
Q2 		$93K Buy
2,994
+1,467
+96% +$47.3K 0.04% 196
2015
Q1 		$47K Buy
1,527
+60
+4% +$1.87K 0.02% 228
2014
Q4 		$45K Buy
+1,467
New +$44K 0.02% 235

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
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
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Chicago Partners Investment Group's EZM Position: Q4 2024 in Review

Chicago Partners Investment Group sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 3,996 shares — an estimated $248K sold.

Chicago Partners Investment Group first reported a position in EZM in Q4 2014 and held it in 26 quarters. The position peaked at $706K in Q2 2017. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

  • Chicago Partners Investment Group reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
  • Chicago Partners Investment Group sold 3,996 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $248K.
  • Chicago Partners Investment Group first reported a position in WisdomTree US MidCap Fund in Q4 2014 and held it in 26 quarters.
  • Chicago Partners Investment Group's WisdomTree US MidCap Fund position peaked at $706K in Q2 2017.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Chicago Partners Investment Group's 13F filing for Q4 2024, filed 24 Jan 2025.