GSWM
EZM icon

Golden State Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Golden State Wealth Management’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 		$70.6K Hold
1,050
– – 0.01% 595
2025
Q4 		$70.1K Hold
1,050
– – 0.01% 607
2025
Q3 		$69.2K Hold
1,050
– – 0.01% 589
2025
Q2 		$64.9K Hold
1,050
– – 0.01% 587
2025
Q1 		$62.6K Hold
1,050
– – 0.01% 547
2024
Q4 		$65.6K Buy
+1,050
New +$67.3K 0.01% 526
2020
Q4 		– Sell
-1,050
Closed -$36K – 289
2020
Q3 		$36K Buy
+1,050
New +$36.1K 0.01% 353
2020
Q2 		– Sell
-1,050
Closed -$28K – 414
2020
Q1 		$28K Buy
+1,050
New +$38.8K 0.01% 451

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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