Savant Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Savant Capital’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	$936K	Buy	13,918 +1,918	+16%	+$133K	﹤0.01%	650
2025 Q4	$802K	Hold	12,000	–	–	﹤0.01%	653
2025 Q3	$791K	Hold	12,000	–	–	﹤0.01%	642
2025 Q2	$741K	Hold	12,000	–	–	0.01%	619
2025 Q1	$715K	Sell	12,000 -450	-4%	-$28.1K	0.01%	574
2024 Q4	$778K	Buy	12,450 +450	+4%	+$28.8K	0.01%	741
2024 Q3	$748K	Hold	12,000	–	–	0.01%	739
2024 Q2	$693K	Hold	12,000	–	–	0.01%	694
2024 Q1	$732K	Hold	12,000	–	–	0.01%	633
2023 Q4	$689K	Hold	12,000	–	–	0.01%	497
2023 Q3	$609K	Hold	12,000	–	–	0.01%	484
2023 Q2	$635K	Hold	12,000	–	–	0.01%	465
2023 Q1	$597K	Buy	+12,000	New	+$619K	0.01%	424

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baird Financial Group

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

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return