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Flow Traders U.S.’s WisdomTree US MidCap Fund EZM Stock Holding History

Flow Traders U.S.’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
Q3 		– Sell
-6,543
Closed -$404K – 1014
2025
Q2 		$404K Buy
+6,543
New +$385K 0.01% 666
2024
Q3 		– Sell
-7,272
Closed -$420K – 953
2024
Q2 		$420K Sell
7,272
-2,128
-23% -$125K 0.02% 589
2024
Q1 		$574K Sell
9,400
-7,265
-44% -$417K 0.03% 440
2023
Q4 		$956K Buy
16,665
+11,506
+223% +$595K 0.03% 359
2023
Q3 		$262K Buy
+5,159
New +$275K 0.01% 647
2022
Q3 		– Sell
-9,619
Closed -$442K – 1074
2022
Q2 		$442K Buy
+9,619
New +$488K 0.02% 526
2022
Q1 		– Sell
-11,475
Closed -$646K – 840
2021
Q4 		$646K Sell
11,475
-17,412
-60% -$957K 0.03% 404
2021
Q3 		$1.5M Buy
28,887
+3,027
+12% +$159K 0.06% 359
2021
Q2 		$1.35M Buy
25,860
+18,975
+276% +$1.01M 0.07% 329
2021
Q1 		$351K Buy
6,885
+1,601
+30% +$76.8K 0.02% 609
2020
Q4 		$230K Buy
+5,284
New +$210K 0.02% 545

Other funds holding EZM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Flow Traders U.S.'s EZM Position: Q3 2025 in Review

Flow Traders U.S. sold out of WisdomTree US MidCap Fund (EZM) in Q3 2025, closing a stake of 6,543 shares — an estimated $404K sold.

Flow Traders U.S. first reported a position in EZM in Q4 2020 and held it in 11 quarters. The position peaked at $1.5M in Q3 2021. 145 funds tracked by Wall St. Rank hold EZM as of Q3 2025.

  • Flow Traders U.S. reported no remaining WisdomTree US MidCap Fund position as of Q3 2025 after selling out during the quarter.
  • Flow Traders U.S. sold 6,543 WisdomTree US MidCap Fund shares in Q3 2025, an estimated $404K.
  • Flow Traders U.S. first reported a position in WisdomTree US MidCap Fund in Q4 2020 and held it in 11 quarters.
  • Flow Traders U.S.'s WisdomTree US MidCap Fund position peaked at $1.5M in Q3 2021.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2025.

Based on Flow Traders U.S.'s 13F filing for Q3 2025, filed 14 Nov 2025.