NBC Securities’s WisdomTree US MidCap Fund EZM Stock Holding History

NBC Securities’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 Q3	$20.9K	Buy	292 +1	+0.3%	+$75	﹤0.01%	1655
2026 Q2	$22.1K	Hold	291	–	–	﹤0.01%	1611
2026 Q1	$19.6K	Hold	291	–	–	﹤0.01%	1718
2025 Q4	$19.4K	Buy	291 +2	+0.7%	+$132	﹤0.01%	1787
2025 Q3	$19K	Hold	289	–	–	﹤0.01%	1767
2025 Q2	$17K	Hold	289	–	–	﹤0.01%	1769
2025 Q1	$17K	Buy	+289	New	+$18K	﹤0.01%	1545
2024 Q4	–	Sell	-289	Closed	-$18K	–	1518
2024 Q3	$18K	Buy	289 +1	+0.3%	+$60	﹤0.01%	1542
2024 Q2	$16K	Hold	288	–	–	﹤0.01%	1526
2024 Q1	$17K	Hold	288	–	–	﹤0.01%	1506
2023 Q4	$16K	Buy	288 +2	+0.7%	+$103	﹤0.01%	1553
2023 Q3	$14K	Buy	+286	New	+$15.2K	﹤0.01%	1589

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

NBC Securities's EZM Position: Q3 2026 in Review

NBC Securities increased its WisdomTree US MidCap Fund (EZM) stake by 0.34% in Q3 2026, buying an estimated $75 and bringing the position to 292 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1655.

NBC Securities first reported a position in EZM in Q3 2023 and has held it in 12 quarters since. The position peaked at $22.1K in Q2 2026. 115 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

NBC Securities held 292 shares of WisdomTree US MidCap Fund worth $20.9K as of Q3 2026.
NBC Securities bought 1 WisdomTree US MidCap Fund share in Q3 2026, an estimated $75.
WisdomTree US MidCap Fund made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1655 holding.
NBC Securities first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 12 quarters since.
NBC Securities's WisdomTree US MidCap Fund position peaked at $22.1K in Q2 2026.
115 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.