Mather Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Mather Group’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	$1.66M	Sell	24,755 -148	-0.6%	-$10.2K	0.02%	251
2025 Q4	$1.66M	Sell	24,903 -32	-0.1%	-$2.11K	0.02%	221
2025 Q3	$1.64M	Sell	24,935 -368	-1%	-$23.8K	0.02%	223
2025 Q2	$1.56M	Sell	25,303 -481	-2%	-$28.3K	0.02%	219
2025 Q1	$1.54M	Sell	25,784 -2,440	-9%	-$152K	0.02%	201
2024 Q4	$1.76M	Buy	28,224 +3,188	+13%	+$204K	0.02%	173
2024 Q3	$1.56M	Sell	25,036 -21,261	-46%	-$1.27M	0.02%	192
2024 Q2	$2.83M	Sell	46,297 -1,350	-3%	-$79K	0.03%	151
2024 Q1	$2.73M	Sell	47,647 -3,665	-7%	-$211K	0.04%	136
2023 Q4	$2.94M	Sell	51,312 -4,955	-9%	-$256K	0.05%	134
2023 Q3	$2.85M	Buy	56,267 +1,064	+2%	+$56.6K	0.05%	127
2023 Q2	$2.92M	Sell	55,203 -6,323	-10%	-$314K	0.05%	139
2023 Q1	$3.06M	Buy	61,526 +3,223	+6%	+$166K	0.05%	114
2022 Q4	$2.83M	Buy	58,303 +612	+1%	+$29.8K	0.05%	114
2022 Q3	$2.54M	Sell	57,691 -12,239	-18%	-$596K	0.05%	119
2022 Q2	$3.21M	Buy	69,930 +49,743	+246%	+$2.52M	0.07%	94
2022 Q1	$1.1M	Buy	+20,187	New	+$1.1M	0.02%	160

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

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 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 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

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return