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EZM icon

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

Note 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
2025
Q2 		– Sell
-5,718
Closed -$341K – 76
2025
Q1 		$341K Hold
5,718
– – 0.28% 56
2024
Q4 		$357K Buy
+5,718
New +$366K 0.32% 54

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

Note Advisors's EZM Position: Q2 2025 in Review

Note Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 5,718 shares — an estimated $341K sold.

Note Advisors first reported a position in EZM in Q4 2024 and held it in 2 quarters. The position peaked at $357K in Q4 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Note Advisors reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
  • Note Advisors sold 5,718 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $341K.
  • Note Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2024 and held it in 2 quarters.
  • Note Advisors's WisdomTree US MidCap Fund position peaked at $357K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Note Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.