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Ruedi Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-159
Closed -$9.48K – 151
2025
Q1 		$9.48K Hold
159
– – ﹤0.01% 167
2024
Q4 		$9.94K Hold
159
– – ﹤0.01% 164
2024
Q3 		$9.91K Hold
159
– – ﹤0.01% 174
2024
Q2 		$9.19K Hold
159
– – ﹤0.01% 189
2024
Q1 		$9.7K Buy
+159
New +$9.13K ﹤0.01% 166

Other funds holding EZM

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 $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

Ruedi Wealth Management's EZM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 159 shares — an estimated $9.48K sold.

Ruedi Wealth Management first reported a position in EZM in Q1 2024 and held it in 5 quarters. The position peaked at $9.94K in Q4 2024. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 159 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $9.48K.
  • Ruedi Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2024 and held it in 5 quarters.
  • Ruedi Wealth Management's WisdomTree US MidCap Fund position peaked at $9.94K in Q4 2024.
  • 144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.