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EZM icon

Principle Wealth Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Principle Wealth Partners’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 		$238K Buy
3,536
+10
+0.3% +$691 0.01% 340
2025
Q4 		$236K Buy
3,526
+14
+0.4% +$925 0.01% 347
2025
Q3 		$231K Buy
3,512
+12
+0.3% +$775 0.01% 339
2025
Q2 		$216K Hold
3,500
– – 0.01% 344
2025
Q1 		$209K Hold
3,500
– – 0.01% 329
2024
Q4 		$219K Hold
3,500
– – 0.02% 319
2024
Q3 		$218K Hold
3,500
– – 0.02% 321
2024
Q2 		$202K Hold
3,500
– – 0.02% 322
2024
Q1 		$214K Hold
3,500
– – 0.02% 327
2023
Q4 		$201K Buy
+3,500
New +$181K 0.02% 327

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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