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

Revolve 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
2025 Q3	–	Sell	-3,616	Closed	-$223K	–	242
2025 Q2	$223K	Hold	3,616	–	–	0.03%	210
2025 Q1	$216K	Buy	+3,616	New	+$226K	0.03%	208

Other funds holding EZM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

FIM

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

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

CPC

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

Revolve Wealth Partners's EZM Position: Q3 2025 in Review

Revolve Wealth Partners sold out of WisdomTree US MidCap Fund (EZM) in Q3 2025, closing a stake of 3,616 shares — an estimated $223K sold.

Revolve Wealth Partners first reported a position in EZM in Q1 2025 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 145 funds tracked by Wall St. Rank hold EZM as of Q3 2025.

Revolve Wealth Partners reported no remaining WisdomTree US MidCap Fund position as of Q3 2025 after selling out during the quarter.
Revolve Wealth Partners sold 3,616 WisdomTree US MidCap Fund shares in Q3 2025, an estimated $223K.
Revolve Wealth Partners first reported a position in WisdomTree US MidCap Fund in Q1 2025 and held it in 2 quarters.
Revolve Wealth Partners's WisdomTree US MidCap Fund position peaked at $223K in Q2 2025.
145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2025.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.