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EZM icon

DHJJ Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

DHJJ Financial Advisors’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 		$159K Hold
2,370
– – 0.05% 229
2025
Q4 		$158K Hold
2,370
– – 0.05% 216
2025
Q3 		$156K Hold
2,370
– – 0.05% 206
2025
Q2 		$146K Hold
2,370
– – 0.05% 205
2025
Q1 		$141K Hold
2,370
– – 0.06% 184
2024
Q4 		$148K Hold
2,370
– – 0.06% 183
2024
Q3 		$148K Hold
2,370
– – 0.06% 174
2024
Q2 		$137K Hold
2,370
– – 0.06% 175
2024
Q1 		$145K Hold
2,370
– – 0.06% 166
2023
Q4 		$136K Hold
2,370
– – 0.06% 167
2023
Q3 		$120K Buy
+2,370
New +$126K 0.06% 167

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