Mercer Global Advisors
EZM icon

Mercer Global Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Mercer Global Advisors’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 		$631K Sell
9,389
-4,004
-30% -$277K ﹤0.01% 1829
2025
Q4 		$895K Buy
13,393
+8,672
+184% +$573K ﹤0.01% 1513
2025
Q3 		$311K Buy
+4,721
New +$305K ﹤0.01% 2066
2024
Q4 		– Sell
-20,849
Closed -$1.29M – 2158
2024
Q3 		$1.29M Sell
20,849
-2,848
-12% -$171K ﹤0.01% 918
2024
Q2 		$1.37M Sell
23,697
-1,291
-5% -$75.5K ﹤0.01% 837
2024
Q1 		$1.52M Sell
24,988
-54,789
-69% -$3.15M ﹤0.01% 808
2023
Q4 		$4.58M Sell
79,777
-7,981
-9% -$413K 0.01% 492
2023
Q3 		$4.45M Buy
87,758
+36,188
+70% +$1.93M 0.02% 462
2023
Q2 		$2.73M Sell
51,570
-33,357
-39% -$1.66M 0.01% 627
2023
Q1 		$4.22M Sell
84,927
-4,970
-6% -$256K 0.02% 465
2022
Q4 		$4.37M Buy
+89,897
New +$4.38M 0.02% 468
2022
Q3 		– Sell
-4,818
Closed -$221K – 1858
2022
Q2 		$221K Buy
+4,818
New +$244K ﹤0.01% 1587

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