NBT Bank’s WisdomTree US MidCap Fund EZM Stock Holding History

NBT Bank’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
2024 Q4	–	Sell	-1,288	Closed	-$65.9K	–	820
2024 Q3	$65.9K	Buy	+1,288	New	+$77.2K	﹤0.01%	492

Other funds holding EZM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

FIM

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

NBT Bank's EZM Position: Q4 2024 in Review

NBT Bank sold out of WisdomTree US MidCap Fund (EZM) in Q4 2024, closing a stake of 1,288 shares — an estimated $65.9K sold.

NBT Bank first reported a position in EZM in Q3 2024 and held it in 1 quarter. The position peaked at $65.9K in Q3 2024. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

NBT Bank reported no remaining WisdomTree US MidCap Fund position as of Q4 2024 after selling out during the quarter.
NBT Bank sold 1,288 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $65.9K.
NBT Bank first reported a position in WisdomTree US MidCap Fund in Q3 2024 and held it in 1 quarter.
NBT Bank's WisdomTree US MidCap Fund position peaked at $65.9K in Q3 2024.
147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on NBT Bank's 13F filing for Q4 2024, filed 7 Feb 2025.