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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
2026
Q2 		$6.97K Buy
+92
New +$6.67K ﹤0.01% 3563
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

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

Global Retirement Partners's EZM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 92 shares worth $6.97K. The stake represents ﹤0.01% of the portfolio and ranks #3563 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EZM as recently as Q4 2025.

Global Retirement Partners first reported a position in EZM in Q2 2018 and has held it in 22 quarters since. The position peaked at $1.21M in Q2 2019. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Global Retirement Partners held 92 shares of WisdomTree US MidCap Fund worth $6.97K as of Q2 2026.
  • WisdomTree US MidCap Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3563 holding.
  • Global Retirement Partners first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 22 quarters since.
  • Global Retirement Partners's WisdomTree US MidCap Fund position peaked at $1.21M in Q2 2019.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.