HighTower Advisors
EZM icon

HighTower Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

HighTower 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 		$9.45M Sell
140,645
-15,435
-10% -$1.07M 0.01% 910
2025
Q4 		$10.4M Sell
156,080
-2,355
-1% -$156K 0.01% 846
2025
Q3 		$10.4M Sell
158,435
-16,321
-9% -$1.05M 0.01% 829
2025
Q2 		$10.8M Sell
174,756
-1,673
-0.9% -$98.5K 0.01% 768
2025
Q1 		$10.5M Sell
176,429
-1,322
-0.7% -$82.6K 0.01% 746
2024
Q4 		$11.1M Sell
177,751
-1,392
-0.8% -$89.2K 0.02% 713
2024
Q3 		$11.2M Sell
179,143
-2,868
-2% -$172K 0.02% 713
2024
Q2 		$10.5M Sell
182,011
-2,819
-2% -$165K 0.02% 702
2024
Q1 		$11.3M Sell
184,830
-12,862
-7% -$739K 0.02% 658
2023
Q4 		$11.3M Sell
197,692
-5,915
-3% -$306K 0.02% 656
2023
Q3 		$10.3M Buy
203,607
+3,098
+2% +$165K 0.02% 654
2023
Q2 		$10.6M Buy
200,509
+259
+0.1% +$12.9K 0.02% 621
2023
Q1 		$9.96M Buy
200,250
+813
+0.4% +$41.9K 0.02% 632
2022
Q4 		$9.7M Buy
199,437
+34,162
+21% +$1.66M 0.02% 626
2022
Q3 		$7.26M Sell
165,275
-811
-0.5% -$39.5K 0.02% 665
2022
Q2 		$7.63M Sell
166,086
-4,057
-2% -$206K 0.02% 658
2022
Q1 		$9.31M Buy
170,143
+4,021
+2% +$218K 0.02% 651
2021
Q4 		$9.35M Sell
166,122
-1,295
-0.8% -$71.2K 0.02% 631
2021
Q3 		$8.7M Sell
167,417
-16
-0% -$842 0.02% 597
2021
Q2 		$8.77M Buy
167,433
+41
+0% +$2.17K 0.03% 572
2021
Q1 		$8.53M Buy
+167,392
New +$8.03M 0.03% 540
2020
Q4 		– Sell
-172,226
Closed -$5.89M – 2689
2020
Q3 		$5.89M Sell
172,226
-4,257
-2% -$146K 0.03% 496
2020
Q2 		$5.75M Sell
176,483
-35,340
-17% -$1.08M 0.03% 473
2020
Q1 		$5.59M Sell
211,823
-45,508
-18% -$1.68M 0.04% 411
2019
Q4 		$10.8M Sell
257,331
-627
-0.2% -$25.5K 0.06% 307
2019
Q3 		$10.2M Sell
257,958
-3,955
-2% -$155K 0.06% 331
2019
Q2 		$10.5M Sell
261,913
-30,429
-10% -$1.21M 0.06% 322
2019
Q1 		$11.5M Sell
292,342
-2,837
-1% -$110K 0.08% 274
2018
Q4 		$10.1M Sell
295,179
-18,813
-6% -$707K 0.08% 260
2018
Q3 		$13M Buy
313,992
+431
+0.1% +$17.9K 0.09% 238
2018
Q2 		$12.6M Buy
313,561
+5,389
+2% +$214K 0.1% 226
2018
Q1 		$11.9M Buy
308,172
+4,932
+2% +$196K 0.1% 225
2017
Q4 		$12M Buy
303,240
+1,103
+0.4% +$42.4K 0.1% 222
2017
Q3 		$11.2M Sell
302,137
-64
-0% -$2.3K 0.1% 224
2017
Q2 		$10.8M Buy
302,201
+688
+0.2% +$24.4K 0.1% 230
2017
Q1 		$10.6M Buy
301,513
+44,221
+17% +$1.55M 0.1% 203
2016
Q4 		$8.81M Buy
257,292
+31,767
+14% +$1.04M 0.1% 215
2016
Q3 		$7.18M Buy
225,525
+30,882
+16% +$977K 0.08% 259
2016
Q2 		$5.92M Buy
194,643
+8,712
+5% +$264K 0.07% 279
2016
Q1 		$5.58M Buy
185,931
+17,235
+10% +$479K 0.02% 356
2015
Q4 		$4.9M Buy
168,696
+7,470
+5% +$224K 0.06% 354
2015
Q3 		$4.61M Buy
161,226
+4,830
+3% +$147K 0.06% 335
2015
Q2 		$4.95M Buy
156,396
+16,545
+12% +$533K 0.08% 271
2015
Q1 		$4.5M Buy
139,851
+26,520
+23% +$827K 0.07% 320
2014
Q4 		$3.5M Buy
113,331
+32,220
+40% +$966K 0.05% 389
2014
Q3 		$2.37M Buy
81,111
+5,490
+7% +$166K 0.04% 493
2014
Q2 		$2.33M Buy
+75,621
New +$2.24M 0.04% 519

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

HighTower Advisors's EZM Position: Q1 2026 in Review

HighTower Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 9.9% in Q1 2026, selling an estimated $1.07M and leaving 140,645 shares worth $9.45M. The position accounts for 0.01% of the portfolio, ranked #910.

HighTower Advisors first reported a position in EZM in Q2 2014 and has held it in 47 quarters since. The position peaked at $13M in Q3 2018. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • HighTower Advisors held 140,645 shares of WisdomTree US MidCap Fund worth $9.45M as of Q1 2026.
  • HighTower Advisors sold 15,435 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $1.07M.
  • WisdomTree US MidCap Fund made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #910 holding.
  • HighTower Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2014 and has held it in 47 quarters since.
  • HighTower Advisors's WisdomTree US MidCap Fund position peaked at $13M in Q3 2018.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.