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Johnson Financial Group Inc (Wisconsin)’s WisdomTree US MidCap Fund EZM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$10.3K Hold
153
– – ﹤0.01% 635
2025
Q4 		$10.2K Hold
153
– – ﹤0.01% 657
2025
Q3 		$10.1K Buy
+153
New +$9.88K ﹤0.01% 777

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Truist Financial
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Baird Financial Group
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FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EZM Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 153 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Johnson Financial Group Inc (Wisconsin) first reported a position in EZM in Q3 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 153 shares of WisdomTree US MidCap Fund worth $10.3K as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #635 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in WisdomTree US MidCap Fund in Q3 2025 and has held it in 3 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.