Fidelity Investments
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Fidelity Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Fidelity Investments’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 		$268K Buy
3,992
+329
+9% +$22.7K ﹤0.01% 3370
2025
Q4 		$245K Buy
3,663
+768
+27% +$50.7K ﹤0.01% 3345
2025
Q3 		$191K Buy
2,895
+30
+1% +$1.94K ﹤0.01% 3365
2025
Q2 		$177K Sell
2,865
-893
-24% -$52.6K ﹤0.01% 3354
2025
Q1 		$224K Buy
3,758
+1,148
+44% +$71.7K ﹤0.01% 3205
2024
Q4 		$163K Sell
2,610
-3,341
-56% -$214K ﹤0.01% 3352
2024
Q3 		$371K Buy
5,951
+3,224
+118% +$193K ﹤0.01% 2980
2024
Q2 		$158K Buy
2,727
+375
+16% +$21.9K ﹤0.01% 3118
2024
Q1 		$144K Sell
2,352
-125
-5% -$7.18K ﹤0.01% 3146
2023
Q4 		$142K Sell
2,477
-210
-8% -$10.9K ﹤0.01% 3075
2023
Q3 		$136K Buy
2,687
+1,959
+269% +$104K ﹤0.01% 3000
2023
Q2 		$38.5K Buy
728
+201
+38% +$9.97K ﹤0.01% 3566
2023
Q1 		$26.2K Sell
527
-45
-8% -$2.32K ﹤0.01% 3725
2022
Q4 		$27.8K Sell
572
-75
-12% -$3.65K ﹤0.01% 3656
2022
Q3 		$28K Sell
647
-2,307
-78% -$112K ﹤0.01% 3705
2022
Q2 		$135K Buy
2,954
+352
+14% +$17.8K ﹤0.01% 3234
2022
Q1 		$142K Buy
2,602
+1,773
+214% +$96.2K ﹤0.01% 3340
2021
Q4 		$47K Buy
829
+171
+26% +$9.4K ﹤0.01% 3247
2021
Q3 		$34K Buy
658
+526
+398% +$27.7K ﹤0.01% 3301
2021
Q2 		$7K Buy
132
+21
+19% +$1.11K ﹤0.01% 3628
2021
Q1 		$6K Buy
111
+109
+5,450% +$5.23K ﹤0.01% 3498
2020
Q4 		$0 Buy
2
+1
+100% +$40 ﹤0.01% 3966
2020
Q3 		$0 Hold
1
– – ﹤0.01% 3774
2020
Q2 		$0 Sell
1
-2,509
-100% -$76.5K ﹤0.01% 3748
2020
Q1 		$66K Buy
2,510
+1,246
+99% +$46.1K ﹤0.01% 2735
2019
Q4 		$53K Buy
1,264
+284
+29% +$11.6K ﹤0.01% 2878
2019
Q3 		$38K Buy
980
+592
+153% +$23.2K ﹤0.01% 2919
2019
Q2 		$15K Buy
388
+1
+0.3% +$40 ﹤0.01% 3141
2019
Q1 		$15K Buy
387
+372
+2,480% +$14.4K ﹤0.01% 3034
2018
Q4 		$1K Buy
+15
New +$564 ﹤0.01% 3392

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

Fidelity Investments's EZM Position: Q1 2026 in Review

Fidelity Investments increased its WisdomTree US MidCap Fund (EZM) stake by 9% in Q1 2026, buying an estimated $22.7K and bringing the position to 3,992 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #3370.

Fidelity Investments first reported a position in EZM in Q4 2018 and has held it in 30 quarters since. The position peaked at $371K in Q3 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Fidelity Investments held 3,992 shares of WisdomTree US MidCap Fund worth $268K as of Q1 2026.
  • Fidelity Investments bought 329 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $22.7K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #3370 holding.
  • Fidelity Investments first reported a position in WisdomTree US MidCap Fund in Q4 2018 and has held it in 30 quarters since.
  • Fidelity Investments's WisdomTree US MidCap Fund position peaked at $371K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.