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EZM icon

Harbour Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Harbour Investments’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
Q1 		– Sell
-332
Closed -$20.7K – 3592
2024
Q4 		$20.7K Buy
332
+2
+0.6% +$128 ﹤0.01% 2115
2024
Q3 		$20.6K Buy
330
+1
+0.3% +$60 ﹤0.01% 2039
2024
Q2 		$19K Buy
329
+1
+0.3% +$59 ﹤0.01% 1977
2024
Q1 		$20K Buy
328
+1
+0.3% +$57 ﹤0.01% 1958
2023
Q4 		$18.8K Buy
327
+1
+0.3% +$52 ﹤0.01% 1902
2023
Q3 		$16.5K Buy
326
+1
+0.3% +$53 ﹤0.01% 1825
2023
Q2 		$17.2K Hold
325
– – ﹤0.01% 1816
2023
Q1 		$16.2K Hold
325
– – ﹤0.01% 1821
2022
Q4 		$15.8K Hold
325
– – ﹤0.01% 1764
2022
Q3 		$15K Hold
325
– – ﹤0.01% 1765
2022
Q2 		$15K Buy
+325
New +$16.5K ﹤0.01% 1765
2021
Q4 		$18K Hold
325
– – ﹤0.01% 1709
2021
Q3 		$17K Hold
325
– – ﹤0.01% 2377
2021
Q2 		$17K Hold
325
– – ﹤0.01% 2421
2021
Q1 		$17K Buy
+325
New +$15.6K ﹤0.01% 2294

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments's EZM Position: Q1 2025 in Review

Harbour Investments sold out of WisdomTree US MidCap Fund (EZM) in Q1 2025, closing a stake of 332 shares — an estimated $20.7K sold.

Harbour Investments first reported a position in EZM in Q1 2021 and held it in 15 quarters. The position peaked at $20.7K in Q4 2024. 140 funds tracked by Wall St. Rank hold EZM as of Q1 2025.

  • Harbour Investments reported no remaining WisdomTree US MidCap Fund position as of Q1 2025 after selling out during the quarter.
  • Harbour Investments sold 332 WisdomTree US MidCap Fund shares in Q1 2025, an estimated $20.7K.
  • Harbour Investments first reported a position in WisdomTree US MidCap Fund in Q1 2021 and held it in 15 quarters.
  • Harbour Investments's WisdomTree US MidCap Fund position peaked at $20.7K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.