EWM
EZM icon

EPG Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

EPG Wealth Management’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
Q1 		– Sell
-169
Closed -$10.6K – 426
2024
Q4 		$10.6K Hold
169
– – ﹤0.01% 372
2024
Q3 		$10.5K Buy
+169
New +$10.1K ﹤0.01% 372
2024
Q2 		– Sell
-174
Closed -$10.2K – 393
2024
Q1 		$10.6K Buy
174
+61
+54% +$3.5K ﹤0.01% 385
2023
Q4 		$6.32K Buy
113
+2
+2% +$103 ﹤0.01% 390
2023
Q3 		$5.63K Sell
111
-6
-5% -$319 ﹤0.01% 384
2023
Q2 		$6.19K Sell
117
-629
-84% -$31.2K ﹤0.01% 373
2023
Q1 		$37.1K Buy
746
+106
+17% +$5.47K 0.01% 305
2022
Q4 		$31.1K Hold
640
– – 0.01% 285
2022
Q3 		$28K Buy
+640
New +$31.2K 0.01% 295
2022
Q2 		– Sell
-700
Closed -$38K – 255
2022
Q1 		$38K Sell
700
-1,539
-69% -$83.5K 0.01% 303
2021
Q4 		$126K Buy
2,239
+583
+35% +$32.1K 0.04% 248
2021
Q3 		$86K Buy
+1,656
New +$87.1K 0.03% 244
2020
Q2 		– Sell
-2,162
Closed -$57K – 345
2020
Q1 		$57K Buy
+2,162
New +$80K 0.04% 259

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

EPG Wealth Management's EZM Position: Q1 2025 in Review

EPG Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q1 2025, closing a stake of 169 shares — an estimated $10.6K sold.

EPG Wealth Management first reported a position in EZM in Q1 2020 and held it in 13 quarters. The position peaked at $126K in Q4 2021. 140 funds tracked by Wall St. Rank hold EZM as of Q1 2025.

  • EPG Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q1 2025 after selling out during the quarter.
  • EPG Wealth Management sold 169 WisdomTree US MidCap Fund shares in Q1 2025, an estimated $10.6K.
  • EPG Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2020 and held it in 13 quarters.
  • EPG Wealth Management's WisdomTree US MidCap Fund position peaked at $126K in Q4 2021.
  • 140 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2025.

Based on EPG Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.