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Continuum Advisory’s WisdomTree US MidCap Fund EZM Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-455
Closed -$27.1K – 777
2025
Q1 		$27.1K Hold
455
– – ﹤0.01% 798
2024
Q4 		$28.4K Hold
455
– – ﹤0.01% 773
2024
Q3 		$29.6K Hold
455
– – ﹤0.01% 754
2024
Q2 		$26.3K Hold
455
– – ﹤0.01% 744
2024
Q1 		$27.1K Buy
+455
New +$26.1K ﹤0.01% 724
2020
Q1 		– Sell
-56,060
Closed -$2.36M – 146
2019
Q4 		$2.36M Buy
56,060
+1,735
+3% +$70.6K 1.37% 20
2019
Q3 		$2.1M Buy
54,325
+5,317
+11% +$208K 1.41% 21
2019
Q2 		$1.97M Sell
49,008
-2,588
-5% -$103K 1.35% 23
2019
Q1 		$2.06M Buy
51,596
+30,767
+148% +$1.19M 1.54% 18
2018
Q4 		$714K Buy
+20,829
New +$783K 0.52% 53

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

Continuum Advisory's EZM Position: Q2 2025 in Review

Continuum Advisory sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 455 shares — an estimated $27.1K sold.

Continuum Advisory first reported a position in EZM in Q4 2018 and held it in 10 quarters. The position peaked at $2.36M in Q4 2019. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Continuum Advisory reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 455 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $27.1K.
  • Continuum Advisory first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 10 quarters.
  • Continuum Advisory's WisdomTree US MidCap Fund position peaked at $2.36M in Q4 2019.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.