Mariner
EZM icon

Mariner’s WisdomTree US MidCap Fund EZM Stock Holding History

Mariner’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 		$296K Hold
4,404
– – ﹤0.01% 2888
2025
Q4 		$294K Hold
4,404
– – ﹤0.01% 2862
2025
Q3 		$290K Hold
4,404
– – ﹤0.01% 2841
2025
Q2 		$272K Buy
4,404
+615
+16% +$36.2K ﹤0.01% 2800
2025
Q1 		$226K Hold
3,789
– – ﹤0.01% 2898
2024
Q4 		$237K Sell
3,789
-10
-0.3% -$641 ﹤0.01% 2848
2024
Q3 		$237K Hold
3,799
– – ﹤0.01% 2781
2024
Q2 		$220K Buy
+3,799
New +$222K ﹤0.01% 2718
2024
Q1 		– Sell
-4,136
Closed -$237K – 3163
2023
Q4 		$237K Buy
+4,136
New +$214K ﹤0.01% 2546
2019
Q3 		– Sell
-5,712
Closed -$228K – 799
2019
Q2 		$228K Buy
+5,712
New +$227K ﹤0.01% 995

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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