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NewSquare Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

NewSquare Capital’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 		$3.18M Buy
47,274
+2,025
+4% +$140K 0.28% 109
2025
Q4 		$3.02M Buy
45,249
+4,456
+11% +$294K 0.27% 97
2025
Q3 		$2.69M Buy
40,793
+1,349
+3% +$87.1K 0.18% 105
2025
Q2 		$2.44M Buy
39,444
+2,838
+8% +$167K 0.18% 101
2025
Q1 		$2.18M Buy
36,606
+738
+2% +$46.1K 0.18% 102
2024
Q4 		$2.24M Buy
35,868
+818
+2% +$52.4K 0.18% 106
2024
Q3 		$2.19M Buy
35,050
+15
+0% +$899 0.17% 106
2024
Q2 		$2.02M Buy
35,035
+775
+2% +$45.4K 0.17% 103
2024
Q1 		$2.09M Buy
34,260
+7,900
+30% +$454K 0.19% 101
2023
Q4 		$1.51M Sell
26,360
-5,640
-18% -$292K 0.14% 112
2023
Q3 		$1.62M Buy
32,000
+115
+0.4% +$6.12K 0.17% 104
2023
Q2 		$1.69M Buy
31,885
+480
+2% +$23.8K 0.18% 109
2023
Q1 		$1.56M Buy
31,405
+1,250
+4% +$64.5K 0.18% 113
2022
Q4 		$1.47M Buy
30,155
+925
+3% +$45.1K 0.18% 108
2022
Q3 		$1.29M Buy
29,230
+7,455
+34% +$363K 0.16% 112
2022
Q2 		$1M Buy
21,775
+570
+3% +$28.9K 0.13% 114
2022
Q1 		$1.16M Buy
21,205
+6,130
+41% +$333K 0.12% 119
2021
Q4 		$848K Buy
15,075
+4,585
+44% +$252K 0.09% 129
2021
Q3 		$546K Buy
10,490
+890
+9% +$46.8K 0.06% 137
2021
Q2 		$503K Buy
9,600
+845
+10% +$44.8K 0.06% 138
2021
Q1 		$446K Buy
8,755
+930
+12% +$44.6K 0.06% 132
2020
Q4 		$340K Buy
7,825
+4,395
+128% +$175K 0.05% 138
2020
Q3 		$117K Buy
3,430
+1,335
+64% +$45.9K 0.02% 137
2020
Q2 		$68K Buy
+2,095
New +$63.8K 0.01% 158

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

NewSquare Capital's EZM Position: Q1 2026 in Review

NewSquare Capital increased its WisdomTree US MidCap Fund (EZM) stake by 4.5% in Q1 2026, buying an estimated $140K and bringing the position to 47,274 shares worth $3.18M. The position accounts for 0.28% of the portfolio, ranked #109.

NewSquare Capital first reported a position in EZM in Q2 2020 and has held it in 24 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • NewSquare Capital held 47,274 shares of WisdomTree US MidCap Fund worth $3.18M as of Q1 2026.
  • NewSquare Capital bought 2,025 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $140K.
  • WisdomTree US MidCap Fund made up 0.28% of NewSquare Capital's portfolio in Q1 2026, its #109 holding.
  • NewSquare Capital first reported a position in WisdomTree US MidCap Fund in Q2 2020 and has held it in 24 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.