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Newbridge Financial Services Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Newbridge Financial Services 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 		$42.5K Hold
632
– – 0.01% 461
2025
Q4 		$42.2K Hold
632
– – 0.01% 465
2025
Q3 		$41.7K Hold
632
– – 0.01% 556
2025
Q2 		$39K Hold
632
– – 0.01% 555
2025
Q1 		$37.7K Hold
632
– – 0.01% 426
2024
Q4 		$39.5K Hold
632
– – 0.01% 460
2024
Q3 		$39.4K Hold
632
– – 0.01% 277
2024
Q2 		$36.5K Hold
632
– – 0.01% 441
2024
Q1 		$38.6K Hold
632
– – 0.02% 450
2023
Q4 		$36.3K Hold
632
– – 0.02% 463
2023
Q3 		$32.1K Hold
632
– – 0.02% 534
2023
Q2 		$33.5K Hold
632
– – 0.02% 558
2023
Q1 		$31.4K Hold
632
– – 0.02% 581
2022
Q4 		$30.7K Buy
+632
New +$30.8K 0.02% 589

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