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GPS Wealth Strategies Group’s WisdomTree US MidCap Fund EZM Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-169
Closed -$11.2K – 893
2025
Q3 		$11.2K Sell
169
-80
-32% -$5.17K ﹤0.01% 1058
2025
Q2 		$15.4K Sell
249
-262
-51% -$15.4K ﹤0.01% 921
2025
Q1 		$30.4K Buy
511
+165
+48% +$10.3K ﹤0.01% 724
2024
Q4 		$21.7K Hold
346
– – ﹤0.01% 783
2024
Q3 		$21.6K Buy
346
+1
+0.3% +$60 ﹤0.01% 788
2024
Q2 		$20K Sell
345
-49
-12% -$2.87K ﹤0.01% 764
2024
Q1 		$24K Sell
394
-57
-13% -$3.27K ﹤0.01% 677
2023
Q4 		$25.9K Sell
451
-13,857
-97% -$716K ﹤0.01% 631
2023
Q3 		$726K Sell
14,308
-764
-5% -$40.7K 0.14% 119
2023
Q2 		$798K Buy
15,072
+837
+6% +$41.5K 0.15% 113
2023
Q1 		$708K Sell
14,235
-2
-0% -$103 0.15% 115
2022
Q4 		$692K Buy
14,237
+764
+6% +$37.2K 0.21% 75
2022
Q3 		$593K Buy
13,473
+6,703
+99% +$326K 0.15% 107
2022
Q2 		$311K Sell
6,770
-12,324
-65% -$625K 0.08% 168
2022
Q1 		$1.04M Buy
19,094
+7,575
+66% +$411K 0.24% 64
2021
Q4 		$648K Buy
+11,519
New +$633K 0.14% 94
2021
Q3 		– Sell
-535
Closed -$28.2K – 1038
2021
Q2 		$28K Hold
535
– – 0.01% 525
2021
Q1 		$27K Buy
+535
New +$25.7K 0.01% 490

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

GPS Wealth Strategies Group's EZM Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of WisdomTree US MidCap Fund (EZM) in Q4 2025, closing a stake of 169 shares — an estimated $11.2K sold.

GPS Wealth Strategies Group first reported a position in EZM in Q1 2021 and held it in 18 quarters. The position peaked at $1.04M in Q1 2022. 169 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining WisdomTree US MidCap Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 169 WisdomTree US MidCap Fund shares in Q4 2025, an estimated $11.2K.
  • GPS Wealth Strategies Group first reported a position in WisdomTree US MidCap Fund in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's WisdomTree US MidCap Fund position peaked at $1.04M in Q1 2022.
  • 169 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.