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Ransom Advisory’s WisdomTree US MidCap Fund EZM Stock Holding History

Ransom Advisory’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
Q4 		$4.54K Buy
+68
New +$4.49K ﹤0.01% 384
2025
Q1 		– Sell
-68
Closed -$4.25K – 348
2024
Q4 		$4.25K Hold
68
– – ﹤0.01% 377
2024
Q3 		$4.24K Hold
68
– – ﹤0.01% 380
2024
Q2 		$3.93K Hold
68
– – ﹤0.01% 375
2024
Q1 		$4.15K Buy
+68
New +$3.91K ﹤0.01% 313

Other funds holding EZM

AF
Align Financial Hermantown, Minnesota $202M AUM
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 $83.7B AUM 27.22% 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 $742M AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ransom Advisory's EZM Position: Q4 2025 in Review

Ransom Advisory opened a new position in WisdomTree US MidCap Fund (EZM) in Q4 2025: 68 shares worth $4.54K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in EZM as recently as Q4 2024.

Ransom Advisory first reported a position in EZM in Q1 2024 and has held it in 5 quarters since. 170 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

  • Ransom Advisory held 68 shares of WisdomTree US MidCap Fund worth $4.54K as of Q4 2025.
  • WisdomTree US MidCap Fund was a new Ransom Advisory position in Q4 2025.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #384 holding.
  • Ransom Advisory first reported a position in WisdomTree US MidCap Fund in Q1 2024 and has held it in 5 quarters since.
  • 170 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.