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 Q2	$47.9K	Hold	632	–	–	0.01%	499
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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Newbridge Financial Services Group's EZM Position: Q2 2026 in Review

Newbridge Financial Services Group held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 632 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #499.

Newbridge Financial Services Group first reported a position in EZM in Q4 2022 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Newbridge Financial Services Group held 632 shares of WisdomTree US MidCap Fund worth $47.9K as of Q2 2026.
Newbridge Financial Services Group left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #499 holding.
Newbridge Financial Services Group first reported a position in WisdomTree US MidCap Fund in Q4 2022 and has held it in 15 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.