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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
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 $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

Financial Freedom LLC's EZM Position: Q1 2026 in Review

Financial Freedom LLC held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 1,069 shares worth $71.9K. The position accounts for 0.04% of the portfolio, ranked #154.

Financial Freedom LLC first reported a position in EZM in Q2 2024 and has held it in 8 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Financial Freedom LLC held 1,069 shares of WisdomTree US MidCap Fund worth $71.9K as of Q1 2026.
  • Financial Freedom LLC left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.04% of Financial Freedom LLC's portfolio in Q1 2026, its #154 holding.
  • Financial Freedom LLC first reported a position in WisdomTree US MidCap Fund in Q2 2024 and has held it in 8 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.