MIAS
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Mason Investment Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Mason Investment Advisory Services’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 		$1.17M Hold
17,434
– – 0.05% 25
2025
Q4 		$1.16M Hold
17,434
– – 0.06% 22
2025
Q3 		$1.15M Hold
17,434
– – 0.06% 25
2025
Q2 		$1.08M Hold
17,434
– – 0.06% 21
2025
Q1 		$1.04M Hold
17,434
– – 0.06% 22
2024
Q4 		$1.09M Hold
17,434
– – 0.06% 21
2024
Q3 		$1.09M Hold
17,434
– – 0.06% 20
2024
Q2 		$1.01M Buy
17,434
+58
+0.3% +$3.39K 0.06% 20
2024
Q1 		$1.06M Sell
17,376
-4,075
-19% -$234K 0.07% 17
2023
Q4 		$1.23M Sell
21,451
-1
-0% -$52 0.09% 15
2023
Q3 		$1.09M Buy
21,452
+58
+0.3% +$3.09K 0.1% 14
2023
Q2 		$1.13M Buy
21,394
+78
+0.4% +$3.87K 0.1% 16
2023
Q1 		$1.06M Buy
21,316
+54
+0.3% +$2.79K 0.1% 15
2022
Q4 		$1.03M Buy
21,262
+102
+0.5% +$4.97K 0.11% 16
2022
Q3 		$931K Buy
21,160
+94
+0.4% +$4.58K 0.11% 13
2022
Q2 		$968K Buy
21,066
+83
+0.4% +$4.21K 0.1% 13
2022
Q1 		$1.15M Buy
20,983
+54
+0.3% +$2.93K 0.1% 45
2021
Q4 		$1.18M Buy
20,929
+7,057
+51% +$388K 0.1% 47
2021
Q3 		$721K Buy
13,872
+74
+0.5% +$3.89K 0.07% 57
2021
Q2 		$723K Sell
13,798
-3,260
-19% -$173K 0.07% 57
2021
Q1 		$869K Buy
17,058
+10
+0.1% +$480 0.09% 53
2020
Q4 		$741K Sell
17,048
-222
-1% -$8.82K 0.09% 52
2020
Q3 		$590K Buy
17,270
+70
+0.4% +$2.41K 0.08% 54
2020
Q2 		$560K Buy
17,200
+807
+5% +$24.6K 0.08% 57
2020
Q1 		$433K Sell
16,393
-386
-2% -$14.3K 0.07% 68
2019
Q4 		$706K Buy
16,779
+71
+0.4% +$2.89K 0.1% 62
2019
Q3 		$659K Buy
16,708
+128
+0.8% +$5.01K 0.11% 60
2019
Q2 		$663K Buy
16,580
+33
+0.2% +$1.31K 0.11% 57
2019
Q1 		$651K Buy
+16,547
New +$640K 0.18% 58

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

Mason Investment Advisory Services's EZM Position: Q1 2026 in Review

Mason Investment Advisory Services held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 17,434 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #25.

Mason Investment Advisory Services first reported a position in EZM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.23M in Q4 2023. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Mason Investment Advisory Services held 17,434 shares of WisdomTree US MidCap Fund worth $1.17M as of Q1 2026.
  • Mason Investment Advisory Services left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.05% of Mason Investment Advisory Services's portfolio in Q1 2026, its #25 holding.
  • Mason Investment Advisory Services first reported a position in WisdomTree US MidCap Fund in Q1 2019 and has held it in 29 quarters since.
  • Mason Investment Advisory Services's WisdomTree US MidCap Fund position peaked at $1.23M in Q4 2023.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.