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Retirement Income Solutions’s WisdomTree US MidCap Fund EZM Stock Holding History

Retirement Income Solutions’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
Q1 		– Sell
-3,291
Closed -$206K – 150
2024
Q4 		$206K Hold
3,291
– – 0.04% 139
2024
Q3 		$205K Buy
+3,291
New +$197K 0.05% 139
2024
Q2 		– Sell
-3,291
Closed -$201K – 147
2024
Q1 		$201K Buy
+3,291
New +$189K 0.05% 151

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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

Retirement Income Solutions's EZM Position: Q1 2025 in Review

Retirement Income Solutions sold out of WisdomTree US MidCap Fund (EZM) in Q1 2025, closing a stake of 3,291 shares — an estimated $206K sold.

Retirement Income Solutions first reported a position in EZM in Q1 2024 and held it in 3 quarters. The position peaked at $206K in Q4 2024. 140 funds tracked by Wall St. Rank hold EZM as of Q1 2025.

  • Retirement Income Solutions reported no remaining WisdomTree US MidCap Fund position as of Q1 2025 after selling out during the quarter.
  • Retirement Income Solutions sold 3,291 WisdomTree US MidCap Fund shares in Q1 2025, an estimated $206K.
  • Retirement Income Solutions first reported a position in WisdomTree US MidCap Fund in Q1 2024 and held it in 3 quarters.
  • Retirement Income Solutions's WisdomTree US MidCap Fund position peaked at $206K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2025.

Based on Retirement Income Solutions's 13F filing for Q1 2025, filed 6 May 2025.