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Northeast Financial Consultants’s WisdomTree US MidCap Fund EZM Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$1.82M Sell
29,505
-3,000
-9% -$177K 0.07% 113
2025
Q1 		$1.94M Hold
32,505
– – 0.09% 108
2024
Q4 		$2.03M Hold
32,505
– – 0.09% 105
2024
Q3 		$2.03M Hold
32,505
– – 0.09% 105
2024
Q2 		$1.88M Sell
32,505
-1,200
-4% -$70.2K 0.09% 103
2024
Q1 		$2.06M Hold
33,705
– – 0.1% 103
2023
Q4 		$1.93M Sell
33,705
-2,022
-6% -$105K 0.11% 104
2023
Q3 		$1.81M Hold
35,727
– – 0.11% 107
2023
Q2 		$1.89M Buy
35,727
+2,022
+6% +$100K 0.12% 104
2023
Q1 		$1.68M Hold
33,705
– – 0.11% 107
2022
Q4 		$1.64M Sell
33,705
-1,800
-5% -$87.7K 0.11% 107
2022
Q3 		$1.56M Hold
35,505
– – 0.11% 106
2022
Q2 		$1.63M Hold
35,505
– – 0.11% 105
2022
Q1 		$1.94M Hold
35,505
– – 0.11% 109
2021
Q4 		$2M Sell
35,505
-17,980
-34% -$989K 0.12% 91
2021
Q3 		$2.78M Sell
53,485
-3,770
-7% -$198K 0.19% 74
2021
Q2 		$3M Hold
57,255
– – 0.2% 73
2021
Q1 		$2.92M Hold
57,255
– – 0.22% 68
2020
Q4 		$2.49M Sell
57,255
-3,000
-5% -$119K 0.21% 69
2020
Q3 		$2.06M Sell
60,255
-13,215
-18% -$455K 0.19% 77
2020
Q2 		$2.39M Sell
73,470
-47,175
-39% -$1.44M 0.23% 67
2020
Q1 		$3.19M Sell
120,645
-1,836
-1% -$67.9K 0.36% 51
2019
Q4 		$5.16M Sell
122,481
-750
-0.6% -$30.5K 0.46% 43
2019
Q3 		$4.86M Sell
123,231
-4,875
-4% -$191K 0.5% 46
2019
Q2 		$5.12M Sell
128,106
-21,300
-14% -$845K 0.53% 40
2019
Q1 		$5.88M Hold
149,406
– – 0.65% 31
2018
Q4 		$5.12M Buy
149,406
+53,415
+56% +$2.01M 0.71% 31
2018
Q3 		$3.97M Buy
95,991
+6,021
+7% +$250K 1.09% 21
2018
Q2 		$3.61M Sell
89,970
-3,000
-3% -$119K 1.11% 20
2018
Q1 		$3.6M Hold
92,970
– – 1.21% 19
2017
Q4 		$3.69M Sell
92,970
-6,780
-7% -$260K 1.23% 19
2017
Q3 		$3.71M Sell
99,750
-1,200
-1% -$43.2K 1.36% 16
2017
Q2 		$3.61M Sell
100,950
-3,300
-3% -$117K 1.42% 17
2017
Q1 		$3.68M Hold
104,250
– – 1.54% 14
2016
Q4 		$3.57M Sell
104,250
-117,216
-53% -$3.84M 1.59% 9
2016
Q3 		$7.06M Sell
221,466
-19,995
-8% -$632K 2.98% 5
2016
Q2 		$7.35M Sell
241,461
-25,635
-10% -$777K 3.27% 6
2016
Q1 		$8.02M Sell
267,096
-12,750
-5% -$354K 4.21% 3
2015
Q4 		$8.13M Sell
279,846
-41,100
-13% -$1.23M 4.22% 3
2015
Q3 		$9.19M Buy
320,946
+68,790
+27% +$2.1M 4.67% 3
2015
Q2 		$7.99M Buy
252,156
+64,905
+35% +$2.09M 3.58% 4
2015
Q1 		$6.02M Buy
187,251
+114,291
+157% +$3.57M 2.74% 5
2014
Q4 		$2.25M Buy
72,960
+6,960
+11% +$209K 1.19% 19
2014
Q3 		$1.93M Buy
66,000
+5,340
+9% +$161K 1.06% 23
2014
Q2 		$1.87M Buy
60,660
+24,510
+68% +$727K 1.06% 23
2014
Q1 		$1.07M Buy
+36,150
New +$1.04M 0.63% 33

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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northeast Financial Consultants's EZM Position: Q2 2025 in Review

Northeast Financial Consultants reduced its WisdomTree US MidCap Fund (EZM) stake by 9.2% in Q2 2025, selling an estimated $177K and leaving 29,505 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #113.

Northeast Financial Consultants first reported a position in EZM in Q1 2014 and has held it in 46 quarters since. The position peaked at $9.19M in Q3 2015. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Northeast Financial Consultants held 29,505 shares of WisdomTree US MidCap Fund worth $1.82M as of Q2 2025.
  • Northeast Financial Consultants sold 3,000 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $177K.
  • WisdomTree US MidCap Fund made up 0.07% of Northeast Financial Consultants's portfolio in Q2 2025, its #113 holding.
  • Northeast Financial Consultants first reported a position in WisdomTree US MidCap Fund in Q1 2014 and has held it in 46 quarters since.
  • Northeast Financial Consultants's WisdomTree US MidCap Fund position peaked at $9.19M in Q3 2015.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.