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Great Point Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Great Point Wealth Advisors’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 		$3.28M Sell
48,857
-895
-2% -$61.9K 0.61% 27
2025
Q4 		$3.32M Sell
49,752
-8,030
-14% -$530K 0.61% 27
2025
Q3 		$3.81M Buy
+57,782
New +$3.73M 0.72% 26
2025
Q1 		$3.57M Sell
59,905
-1,191
-2% -$74.4K 0.77% 25
2024
Q4 		$3.82M Sell
61,096
-4,807
-7% -$308K 0.83% 24
2024
Q3 		$4.11M Sell
65,903
-1,844
-3% -$111K 0.88% 25
2024
Q2 		$3.92M Sell
67,747
-4,199
-6% -$246K 0.9% 24
2024
Q1 		$4.39M Sell
71,946
-85,336
-54% -$4.9M 1.02% 23
2023
Q4 		$9.03M Sell
157,282
-20,708
-12% -$1.07M 2.35% 15
2023
Q3 		$9.03M Sell
177,990
-6,810
-4% -$363K 2.71% 15
2023
Q2 		$9.78M Sell
184,800
-9,399
-5% -$466K 2.94% 10
2023
Q1 		$9.66M Sell
194,199
-11,872
-6% -$613K 3.06% 12
2022
Q4 		$10M Sell
206,071
-24,162
-10% -$1.18M 3.36% 9
2022
Q3 		$10.1M Sell
230,233
-14,132
-6% -$688K 3.78% 8
2022
Q2 		$11.2M Sell
244,365
-71,172
-23% -$3.61M 3.98% 8
2022
Q1 		$17.3M Sell
315,537
-38,951
-11% -$2.11M 5.38% 8
2021
Q4 		$20M Buy
354,488
+21,607
+6% +$1.19M 6.11% 7
2021
Q3 		$17.3M Buy
332,881
+62,357
+23% +$3.28M 5.95% 8
2021
Q2 		$14.2M Buy
270,524
+45,152
+20% +$2.39M 4.95% 9
2021
Q1 		$11.5M Buy
225,372
+143,104
+174% +$6.87M 4.39% 9
2020
Q4 		$3.58M Buy
82,268
+32,970
+67% +$1.31M 1.53% 16
2020
Q3 		$1.61M Hold
49,298
– – 0.83% 18
2020
Q2 		$1.61M Buy
49,298
+13,037
+36% +$397K 0.83% 18
2020
Q1 		$958K Buy
+36,261
New +$1.34M 0.8% 24

Other funds holding EZM

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
LPL Financial
LPL Financial San Diego, California $377B 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

Great Point Wealth Advisors's EZM Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 1.8% in Q1 2026, selling an estimated $61.9K and leaving 48,857 shares worth $3.28M. The position accounts for 0.61% of the portfolio, ranked #27.

Great Point Wealth Advisors first reported a position in EZM in Q1 2020 and has held it in 24 quarters since. The position peaked at $20M in Q4 2021. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Great Point Wealth Advisors held 48,857 shares of WisdomTree US MidCap Fund worth $3.28M as of Q1 2026.
  • Great Point Wealth Advisors sold 895 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $61.9K.
  • WisdomTree US MidCap Fund made up 0.61% of Great Point Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • Great Point Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2020 and has held it in 24 quarters since.
  • Great Point Wealth Advisors's WisdomTree US MidCap Fund position peaked at $20M in Q4 2021.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.