OneDigital Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

OneDigital Investment 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	$2.7M	Buy	+40,116	New	+$2.77M	0.03%	400

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $742M AUM 25.54% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

OneDigital Investment Advisors's EZM Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in WisdomTree US MidCap Fund (EZM) in Q1 2026: 40,116 shares worth $2.7M. The stake represents 0.03% of the portfolio and ranks #400 among its holdings.

172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

OneDigital Investment Advisors held 40,116 shares of WisdomTree US MidCap Fund worth $2.7M as of Q1 2026.
WisdomTree US MidCap Fund was a new OneDigital Investment Advisors position in Q1 2026.
WisdomTree US MidCap Fund made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #400 holding.
172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.