MML Investors Services
EZM icon

MML Investors Services’s WisdomTree US MidCap Fund EZM Stock Holding History

MML Investors 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 		$334K Sell
4,970
-188
-4% -$13K ﹤0.01% 2490
2025
Q4 		$345K Sell
5,158
-179
-3% -$11.8K ﹤0.01% 2531
2025
Q3 		$352K Sell
5,337
-828
-13% -$53.5K ﹤0.01% 2413
2025
Q2 		$381K Buy
6,165
+1,336
+28% +$78.7K ﹤0.01% 2271
2025
Q1 		$288K Sell
4,829
-1,524
-24% -$95.2K ﹤0.01% 2335
2024
Q4 		$397K Sell
6,353
-34
-0.5% -$2.18K ﹤0.01% 2071
2024
Q3 		$398K Buy
6,387
+202
+3% +$12.1K ﹤0.01% 2004
2024
Q2 		$357K Sell
6,185
-65
-1% -$3.8K ﹤0.01% 1989
2024
Q1 		$381K Sell
6,250
-66
-1% -$3.79K ﹤0.01% 1951
2023
Q4 		$362K Sell
6,316
-73
-1% -$3.77K ﹤0.01% 1940
2023
Q3 		$324K Sell
6,389
-200
-3% -$10.6K ﹤0.01% 1877
2023
Q2 		$349K Buy
6,589
+2
+0% +$99 ﹤0.01% 1848
2023
Q1 		$328K Sell
6,587
-118,726
-95% -$6.13M ﹤0.01% 1627
2022
Q4 		$6.09M Buy
125,313
+3,643
+3% +$177K 0.04% 431
2022
Q3 		$5.35M Buy
121,670
+112,127
+1,175% +$5.46M 0.04% 422
2022
Q2 		$439K Buy
9,543
+342
+4% +$17.3K ﹤0.01% 1478
2022
Q1 		$503K Sell
9,201
-344
-4% -$18.7K ﹤0.01% 1444
2021
Q4 		$537K Sell
9,545
-449
-4% -$24.7K ﹤0.01% 1366
2021
Q3 		$520K Buy
9,994
+67
+0.7% +$3.53K ﹤0.01% 1327
2021
Q2 		$520K Buy
9,927
+92
+0.9% +$4.87K ﹤0.01% 1307
2021
Q1 		$501K Buy
9,835
+16
+0.2% +$768 ﹤0.01% 1266
2020
Q4 		$427K Sell
9,819
-794
-7% -$31.5K ﹤0.01% 1239
2020
Q3 		$363K Sell
10,613
-1,690
-14% -$58.1K ﹤0.01% 1196
2020
Q2 		$401K Sell
12,303
-6,306
-34% -$192K 0.01% 1096
2020
Q1 		$492K Sell
18,609
-5,705
-23% -$211K 0.01% 876
2019
Q4 		$1.02M Sell
24,314
-2,537
-9% -$103K 0.01% 713
2019
Q3 		$1.06M Sell
26,851
-137,324
-84% -$5.38M 0.02% 647
2019
Q2 		$6.57M Buy
164,175
+4,918
+3% +$195K 0.09% 228
2019
Q1 		$6.26M Buy
159,257
+5,188
+3% +$201K 0.1% 218
2018
Q4 		$5.28M Buy
154,069
+5,618
+4% +$211K 0.1% 228
2018
Q3 		$6.14M Buy
148,451
+16,950
+13% +$704K 0.1% 209
2018
Q2 		$5.28M Buy
131,501
+7,019
+6% +$279K 0.12% 186
2018
Q1 		$4.82M Buy
124,482
+7,765
+7% +$309K 0.1% 191
2017
Q4 		$4.63M Buy
116,717
+8,424
+8% +$323K 0.09% 199
2017
Q3 		$4.03M Buy
108,293
+12,167
+13% +$438K 0.08% 205
2017
Q2 		$3.44M Buy
+96,126
New +$3.41M 0.07% 229

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

MML Investors Services's EZM Position: Q1 2026 in Review

MML Investors Services reduced its WisdomTree US MidCap Fund (EZM) stake by 3.6% in Q1 2026, selling an estimated $13K and leaving 4,970 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

MML Investors Services first reported a position in EZM in Q2 2017 and has held it in 36 quarters since. The position peaked at $6.57M in Q2 2019. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • MML Investors Services held 4,970 shares of WisdomTree US MidCap Fund worth $334K as of Q1 2026.
  • MML Investors Services sold 188 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $13K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2490 holding.
  • MML Investors Services first reported a position in WisdomTree US MidCap Fund in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's WisdomTree US MidCap Fund position peaked at $6.57M in Q2 2019.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.