First Western Trust Bank’s WisdomTree US MidCap Fund EZM Stock Holding History

First Western Trust Bank’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 Q1	–	Sell	-61,904	Closed	-$3.87M	–	194
2024 Q4	$3.87M	Hold	61,904	–	–	0.18%	42
2024 Q3	$3.86M	Hold	61,904	–	–	0.17%	46
2024 Q2	$3.58M	Hold	61,904	–	–	0.17%	48
2024 Q1	$3.78M	Hold	61,904	–	–	0.17%	50
2023 Q4	$3.55M	Hold	61,904	–	–	0.18%	49
2023 Q3	$3.14M	Hold	61,904	–	–	0.17%	54
2023 Q2	$3.28M	Hold	61,904	–	–	0.16%	58
2023 Q1	$3.08M	Buy	+61,904	New	+$3.19M	0.16%	60

Other funds holding EZM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

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

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Western Trust Bank's EZM Position: Q1 2025 in Review

First Western Trust Bank sold out of WisdomTree US MidCap Fund (EZM) in Q1 2025, closing a stake of 61,904 shares — an estimated $3.87M sold.

First Western Trust Bank first reported a position in EZM in Q1 2023 and held it in 8 quarters. The position peaked at $3.87M in Q4 2024. 140 funds tracked by Wall St. Rank hold EZM as of Q1 2025.

First Western Trust Bank reported no remaining WisdomTree US MidCap Fund position as of Q1 2025 after selling out during the quarter.
First Western Trust Bank sold 61,904 WisdomTree US MidCap Fund shares in Q1 2025, an estimated $3.87M.
First Western Trust Bank first reported a position in WisdomTree US MidCap Fund in Q1 2023 and held it in 8 quarters.
First Western Trust Bank's WisdomTree US MidCap Fund position peaked at $3.87M in Q4 2024.
140 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2025.

Based on First Western Trust Bank's 13F filing for Q1 2025, filed 12 May 2025.