HRT Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

HRT Financial’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	–	Sell	-8,927	Closed	-$596K	–	4068
2025 Q4	$596K	Buy	+8,927	New	+$590K	﹤0.01%	2008
2024 Q3	–	Sell	-3,925	Closed	-$226K	–	2641
2024 Q2	$226K	Buy	+3,925	New	+$230K	﹤0.01%	1608
2015 Q3	–	Sell	-99,405	Closed	-$3.15M	–	107
2015 Q2	$3.15M	Buy	+99,405	New	+$3.2M	1.48%	8

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

HRT Financial's EZM Position: Q1 2026 in Review

HRT Financial sold out of WisdomTree US MidCap Fund (EZM) in Q1 2026, closing a stake of 8,927 shares — an estimated $596K sold.

HRT Financial first reported a position in EZM in Q2 2015 and held it in 3 quarters. The position peaked at $3.15M in Q2 2015. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

HRT Financial reported no remaining WisdomTree US MidCap Fund position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 8,927 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $596K.
HRT Financial first reported a position in WisdomTree US MidCap Fund in Q2 2015 and held it in 3 quarters.
HRT Financial's WisdomTree US MidCap Fund position peaked at $3.15M in Q2 2015.
172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.