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Northwest Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Northwest Capital Management’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 		– Sell
-509
Closed -$30.3K – 383
2025
Q1 		$30.3K Sell
509
-1
-0.2% -$62 0.01% 225
2024
Q4 		$31.9K Hold
510
– – 0.01% 216
2024
Q3 		$31.8K Hold
510
– – 0.01% 225
2024
Q2 		$29.5K Hold
510
– – 0.01% 221
2024
Q1 		$31.1K Hold
510
– – 0.01% 265
2023
Q4 		$29.3K Hold
510
– – 0.01% 263
2023
Q3 		$25.9K Hold
510
– – 0.01% 256
2023
Q2 		$27K Buy
+510
New +$25.3K 0.01% 261

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

Northwest Capital Management's EZM Position: Q2 2025 in Review

Northwest Capital Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 509 shares — an estimated $30.3K sold.

Northwest Capital Management first reported a position in EZM in Q2 2023 and held it in 8 quarters. The position peaked at $31.9K in Q4 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Northwest Capital Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
  • Northwest Capital Management sold 509 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $30.3K.
  • Northwest Capital Management first reported a position in WisdomTree US MidCap Fund in Q2 2023 and held it in 8 quarters.
  • Northwest Capital Management's WisdomTree US MidCap Fund position peaked at $31.9K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.