Raymond James Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Raymond James Financial’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	$7.21M	Sell	107,249 -42,271	-28%	-$2.92M	﹤0.01%	2288
2025 Q4	$9.99M	Buy	149,520 +8,597	+6%	+$568K	﹤0.01%	1966
2025 Q3	$9.29M	Sell	140,923 -1,711	-1%	-$111K	﹤0.01%	1981
2025 Q2	$8.81M	Sell	142,634 -18,888	-12%	-$1.11M	﹤0.01%	1969
2025 Q1	$9.63M	Buy	161,522 +29,625	+22%	+$1.85M	﹤0.01%	1835
2024 Q4	$8.24M	Buy	+131,897	New	+$8.45M	﹤0.01%	1990

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 $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Raymond James Financial's EZM Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree US MidCap Fund (EZM) stake by 28% in Q1 2026, selling an estimated $2.92M and leaving 107,249 shares worth $7.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2288.

Raymond James Financial first reported a position in EZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $9.99M in Q4 2025. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Raymond James Financial held 107,249 shares of WisdomTree US MidCap Fund worth $7.21M as of Q1 2026.
Raymond James Financial sold 42,271 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $2.92M.
WisdomTree US MidCap Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2288 holding.
Raymond James Financial first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree US MidCap Fund position peaked at $9.99M in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.