Citigroup
EZM icon

Citigroup’s WisdomTree US MidCap Fund EZM Stock Holding History

Citigroup’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
-643
Closed -$40.1K – 5874
2024
Q3 		$40.1K Hold
643
– – ﹤0.01% 5072
2024
Q2 		$37.2K Hold
643
– – ﹤0.01% 4748
2024
Q1 		$39.2K Hold
643
– – ﹤0.01% 4738
2023
Q4 		$36.9K Hold
643
– – ﹤0.01% 4681
2023
Q3 		$32.6K Buy
+643
New +$34.2K ﹤0.01% 4264
2022
Q4 		– Sell
-627
Closed -$28K – 5824
2022
Q3 		$28K Sell
627
-5,870
-90% -$286K ﹤0.01% 4614
2022
Q2 		$299K Buy
6,497
+425
+7% +$21.5K ﹤0.01% 3599
2022
Q1 		$332K Sell
6,072
-1,478
-20% -$80.2K ﹤0.01% 3772
2021
Q4 		$425K Hold
7,550
– – ﹤0.01% 3908
2021
Q3 		$393K Sell
7,550
-4,899
-39% -$258K ﹤0.01% 3776
2021
Q2 		$652K Sell
12,449
-6,041
-33% -$320K ﹤0.01% 3519
2021
Q1 		$942K Hold
18,490
– – ﹤0.01% 3033
2020
Q4 		$804K Buy
18,490
+1,500
+9% +$59.6K ﹤0.01% 3761
2020
Q3 		$581K Buy
16,990
+345
+2% +$11.9K ﹤0.01% 3725
2020
Q2 		$542K Buy
16,645
+7,317
+78% +$223K ﹤0.01% 4178
2020
Q1 		$246K Sell
9,328
-448
-5% -$16.6K ﹤0.01% 4554
2019
Q4 		$411K Buy
9,776
+587
+6% +$23.9K ﹤0.01% 4596
2019
Q3 		$362K Sell
9,189
-1,299
-12% -$50.9K ﹤0.01% 4644
2019
Q2 		$420K Sell
10,488
-50
-0.5% -$1.98K ﹤0.01% 4591
2019
Q1 		$415K Sell
10,538
-2,619
-20% -$101K ﹤0.01% 4377
2018
Q4 		$451K Sell
13,157
-4,340
-25% -$163K ﹤0.01% 4238
2018
Q3 		$724K Buy
17,497
+2,123
+14% +$88.2K ﹤0.01% 3847
2018
Q2 		$618K Sell
15,374
-4,900
-24% -$194K ﹤0.01% 3863
2018
Q1 		$784K Buy
20,274
+1,604
+9% +$63.7K ﹤0.01% 3497
2017
Q4 		$741K Buy
18,670
+500
+3% +$19.2K ﹤0.01% 3657
2017
Q3 		$677K Hold
18,170
– – ﹤0.01% 3795
2017
Q2 		$650K Buy
18,170
+5,000
+38% +$177K ﹤0.01% 3745
2017
Q1 		$465K Sell
13,170
-117
-0.9% -$4.1K ﹤0.01% 3925
2016
Q4 		$455K Buy
13,287
+3,150
+31% +$103K ﹤0.01% 4470
2016
Q3 		$323K Hold
10,137
– – ﹤0.01% 4288
2016
Q2 		$309K Sell
10,137
-336
-3% -$10.2K ﹤0.01% 4108
2016
Q1 		$315K Sell
10,473
-16,776
-62% -$466K ﹤0.01% 4642
2015
Q4 		$791K Sell
27,249
-2,604
-9% -$78.1K ﹤0.01% 3388
2015
Q3 		$855K Sell
29,853
-309
-1% -$9.43K ﹤0.01% 3246
2015
Q2 		$955K Buy
30,162
+4,836
+19% +$156K ﹤0.01% 3184
2015
Q1 		$815K Sell
25,326
-522
-2% -$16.3K ﹤0.01% 3287
2014
Q4 		$798K Sell
25,848
-1,683
-6% -$50.5K ﹤0.01% 3375
2014
Q3 		$803K Sell
27,531
-3,126
-10% -$94.5K ﹤0.01% 3174
2014
Q2 		$946K Buy
30,657
+2,109
+7% +$62.5K ﹤0.01% 3010
2014
Q1 		$846K Buy
28,548
+1,131
+4% +$32.6K ﹤0.01% 3008
2013
Q4 		$791K Sell
27,417
-5,247
-16% -$145K ﹤0.01% 3396
2013
Q3 		$858K Buy
32,664
+14,172
+77% +$363K ﹤0.01% 3015
2013
Q2 		$444K Buy
+18,492
New +$439K ﹤0.01% 3595

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

Citigroup's EZM Position: Q4 2024 in Review

Citigroup sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 643 shares — an estimated $40.1K sold.

Citigroup first reported a position in EZM in Q2 2013 and held it in 43 quarters. The position peaked at $955K in Q2 2015. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

  • Citigroup reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
  • Citigroup sold 643 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $40.1K.
  • Citigroup first reported a position in WisdomTree US MidCap Fund in Q2 2013 and held it in 43 quarters.
  • Citigroup's WisdomTree US MidCap Fund position peaked at $955K in Q2 2015.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Citigroup's 13F filing for Q4 2024, filed 12 Feb 2025.