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Financial Freedom LLC’s WisdomTree US MidCap Fund EZM Stock Holding History

Financial Freedom LLC’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
Q2 		– Sell
-1,069
Closed -$71.9K – 196
2026
Q1 		$71.9K Hold
1,069
– – 0.04% 154
2025
Q4 		$71.4K Buy
1,069
+1
+0.1% +$66 0.04% 157
2025
Q3 		$70.4K Hold
1,068
– – 0.04% 158
2025
Q2 		$66K Buy
1,068
+1
+0.1% +$59 0.04% 158
2025
Q1 		$63.6K Hold
1,067
– – 0.04% 161
2024
Q4 		$66.7K Buy
1,067
+1
+0.1% +$64 0.04% 155
2024
Q3 		$66.5K Hold
1,066
– – 0.04% 156
2024
Q2 		$61.6K Buy
+1,066
New +$62.4K 0.04% 158

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Financial Freedom LLC's EZM Position: Q2 2026 in Review

Financial Freedom LLC sold out of WisdomTree US MidCap Fund (EZM) in Q2 2026, closing a stake of 1,069 shares — an estimated $71.9K sold.

Financial Freedom LLC first reported a position in EZM in Q2 2024 and held it in 8 quarters. The position peaked at $71.9K in Q1 2026. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Financial Freedom LLC reported no remaining WisdomTree US MidCap Fund position as of Q2 2026 after selling out during the quarter.
  • Financial Freedom LLC sold 1,069 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $71.9K.
  • Financial Freedom LLC first reported a position in WisdomTree US MidCap Fund in Q2 2024 and held it in 8 quarters.
  • Financial Freedom LLC's WisdomTree US MidCap Fund position peaked at $71.9K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.