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EZM icon

Global Retirement Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Global Retirement Partners’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
Q4 		$6.15K Sell
92
-218
-70% -$14.4K ﹤0.01% 3367
2025
Q3 		$20.4K Sell
310
-218
-41% -$14.1K ﹤0.01% 2390
2025
Q2 		$32.6K Buy
+528
New +$31.1K ﹤0.01% 2015
2024
Q4 		$37.1K Sell
594
-1,574
-73% -$101K ﹤0.01% 1762
2024
Q3 		$135K Sell
2,168
-4
-0.2% -$240 ﹤0.01% 1084
2024
Q2 		$126K Buy
2,172
+1,277
+143% +$74.7K ﹤0.01% 1082
2024
Q1 		$54.6K Hold
895
– – ﹤0.01% 1375
2023
Q4 		$49.7K Sell
895
-21
-2% -$1.08K ﹤0.01% 1376
2023
Q3 		$45K Hold
916
– – ﹤0.01% 1328
2023
Q2 		$48.5K Sell
916
-176
-16% -$8.73K ﹤0.01% 1290
2023
Q1 		$52.6K Hold
1,092
– – ﹤0.01% 1212
2022
Q4 		$53.1K Buy
+1,092
New +$53.2K ﹤0.01% 1065
2020
Q3 		– Sell
-4,300
Closed -$140K – 1649
2020
Q2 		$140K Sell
4,300
-22,550
-84% -$687K 0.02% 417
2020
Q1 		$709K Hold
26,850
– – 0.13% 148
2019
Q4 		$1.13M Sell
26,850
-1,250
-4% -$50.9K 0.17% 129
2019
Q3 		$1.11M Sell
28,100
-2,200
-7% -$86.1K 0.18% 124
2019
Q2 		$1.21M Hold
30,300
– – 0.23% 89
2019
Q1 		$1.19M Buy
30,300
+700
+2% +$27.1K 0.29% 67
2018
Q4 		$1.01M Buy
29,600
+1,000
+3% +$37.6K 0.26% 82
2018
Q3 		$1.18M Buy
28,600
+3,000
+12% +$125K 0.27% 78
2018
Q2 		$1.03M Buy
+25,600
New +$1.02M 0.26% 78

Other funds holding EZM

AF
Align Financial Hermantown, Minnesota $176M AUM
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's EZM Position: Q4 2025 in Review

Global Retirement Partners reduced its WisdomTree US MidCap Fund (EZM) stake by 70% in Q4 2025, selling an estimated $14.4K and leaving 92 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3367.

Global Retirement Partners first reported a position in EZM in Q2 2018 and has held it in 21 quarters since. The position peaked at $1.21M in Q2 2019. 169 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

  • Global Retirement Partners held 92 shares of WisdomTree US MidCap Fund worth $6.15K as of Q4 2025.
  • Global Retirement Partners sold 218 WisdomTree US MidCap Fund shares in Q4 2025, an estimated $14.4K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3367 holding.
  • Global Retirement Partners first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 21 quarters since.
  • Global Retirement Partners's WisdomTree US MidCap Fund position peaked at $1.21M in Q2 2019.
  • 169 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.