Comerica Bank’s WisdomTree US MidCap Fund EZM Stock Holding History

Comerica Bank’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 Q4	$150K	Sell	2,250 -689	-23%	-$45.5K	﹤0.01%	2441
2025 Q3	$194K	Sell	2,939 -31	-1%	-$2K	﹤0.01%	2340
2025 Q2	$183K	Sell	2,970 -292	-9%	-$17.2K	﹤0.01%	2354
2025 Q1	$194K	Sell	3,262 -433	-12%	-$27K	﹤0.01%	2304
2024 Q4	$231K	Buy	3,695 +4	+0.1%	+$256	﹤0.01%	2252
2024 Q3	$230K	Sell	3,691 -322	-8%	-$19.3K	﹤0.01%	2241
2024 Q2	$232K	Hold	4,013	–	–	﹤0.01%	2207
2024 Q1	$245K	Buy	4,013 +28	+0.7%	+$1.61K	﹤0.01%	2220
2023 Q4	$229K	Hold	3,985	–	–	﹤0.01%	2205
2023 Q3	$202K	Buy	+3,985	New	+$212K	﹤0.01%	2211

Other funds holding EZM

Align Financial Hermantown, Minnesota $176M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Comerica Bank's EZM Position: Q4 2025 in Review

Comerica Bank reduced its WisdomTree US MidCap Fund (EZM) stake by 23% in Q4 2025, selling an estimated $45.5K and leaving 2,250 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2441.

Comerica Bank first reported a position in EZM in Q3 2023 and has held it in 10 quarters since. The position peaked at $245K in Q1 2024. 169 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

Comerica Bank held 2,250 shares of WisdomTree US MidCap Fund worth $150K as of Q4 2025.
Comerica Bank sold 689 WisdomTree US MidCap Fund shares in Q4 2025, an estimated $45.5K.
WisdomTree US MidCap Fund made up ﹤0.01% of Comerica Bank's portfolio in Q4 2025, its #2441 holding.
Comerica Bank first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 10 quarters since.
Comerica Bank's WisdomTree US MidCap Fund position peaked at $245K in Q1 2024.
169 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.