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

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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.