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EZM icon

NewEdge Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

NewEdge Advisors’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 		$367K Hold
5,462
– – ﹤0.01% 2204
2025
Q4 		$365K Sell
5,462
-87
-2% -$5.75K ﹤0.01% 2182
2025
Q3 		$366K Hold
5,549
– – ﹤0.01% 2034
2025
Q2 		$343K Sell
5,549
-1,527
-22% -$89.9K ﹤0.01% 1937
2025
Q1 		$422K Sell
7,076
-867
-11% -$54.1K ﹤0.01% 1680
2024
Q4 		$497K Sell
7,943
-230
-3% -$14.7K ﹤0.01% 1558
2024
Q3 		$510K Sell
8,173
-1,292
-14% -$77.5K ﹤0.01% 1470
2024
Q2 		$547K Buy
9,465
+824
+10% +$48.2K ﹤0.01% 1361
2024
Q1 		$527K Buy
8,641
+8,491
+5,661% +$488K ﹤0.01% 1318
2023
Q4 		$8.61K Buy
+150
New +$7.75K ﹤0.01% 2923
2023
Q1 		– Sell
-900
Closed -$43.8K – 3652
2022
Q4 		$43.8K Buy
+900
New +$43.8K ﹤0.01% 1774
2021
Q1 		– Sell
-5,977
Closed -$260K – 1059
2020
Q4 		$260K Sell
5,977
-47,548
-89% -$1.89M 0.01% 806
2020
Q3 		$1.83M Buy
53,525
+434
+0.8% +$14.9K 0.06% 258
2020
Q2 		$1.73M Buy
53,091
+8,441
+19% +$257K 0.07% 247
2020
Q1 		$1.18M Buy
44,650
+1,560
+4% +$57.7K 0.06% 275
2019
Q4 		$1.81M Sell
43,090
-412
-0.9% -$16.8K 0.07% 266
2019
Q3 		$1.72M Sell
43,502
-514
-1% -$20.1K 0.08% 246
2019
Q2 		$1.76M Sell
44,016
-734
-2% -$29.1K 0.11% 193
2019
Q1 		$1.76M Buy
44,750
+857
+2% +$33.1K 0.11% 179
2018
Q4 		$1.5K Sell
43,893
-2,964
-6% -$111K 0.1% 178
2018
Q3 		$1.94M Buy
46,857
+2,432
+5% +$101K 0.15% 143
2018
Q2 		$1.78K Buy
+44,425
New +$1.76M 0.16% 129
2017
Q3 		– Sell
-165
Closed -$5.89K – 603
2017
Q2 		$5.89K Buy
+165
New +$5.85K ﹤0.01% 1110

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

NewEdge Advisors's EZM Position: Q1 2026 in Review

NewEdge Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 5,462 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

NewEdge Advisors first reported a position in EZM in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.94M in Q3 2018. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • NewEdge Advisors held 5,462 shares of WisdomTree US MidCap Fund worth $367K as of Q1 2026.
  • NewEdge Advisors left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2204 holding.
  • NewEdge Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2017 and has held it in 23 quarters since.
  • NewEdge Advisors's WisdomTree US MidCap Fund position peaked at $1.94M in Q3 2018.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.