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Financial Counselors Inc’s WisdomTree US MidCap Fund EZM Stock Holding History

Financial Counselors Inc’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
-3,683
Closed -$220K – 195
2025
Q1 		$220K Hold
3,683
– – ﹤0.01% 558
2024
Q4 		$230K Hold
3,683
– – ﹤0.01% 548
2024
Q3 		$230K Hold
3,683
– – ﹤0.01% 545
2024
Q2 		$213K Hold
3,683
– – ﹤0.01% 533
2024
Q1 		$225K Hold
3,683
– – ﹤0.01% 539
2023
Q4 		$211K Buy
+3,683
New +$190K ﹤0.01% 543

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

Financial Counselors Inc's EZM Position: Q2 2025 in Review

Financial Counselors Inc sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 3,683 shares — an estimated $220K sold.

Financial Counselors Inc first reported a position in EZM in Q4 2023 and held it in 6 quarters. The position peaked at $230K in Q4 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Financial Counselors Inc reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 3,683 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $220K.
  • Financial Counselors Inc first reported a position in WisdomTree US MidCap Fund in Q4 2023 and held it in 6 quarters.
  • Financial Counselors Inc's WisdomTree US MidCap Fund position peaked at $230K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.