Sunbelt Securities’s WisdomTree US MidCap Fund EZM Stock Holding History

Sunbelt Securities’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	–	Sell	-100	Closed	-$6.68K	–	3006
2025 Q4	$6.68K	Hold	100	–	–	﹤0.01%	1546
2025 Q3	$6.59K	Buy	+100	New	+$6.46K	﹤0.01%	1554
2025 Q2	–	Sell	-100	Closed	-$5.96K	–	1837
2025 Q1	$5.96K	Buy	+100	New	+$6.25K	﹤0.01%	1384
2018 Q2	–	Sell	-5,772	Closed	-$223K	–	218
2018 Q1	$223K	Sell	5,772 -13	-0.2%	-$517	0.2%	164
2017 Q4	$230K	Sell	5,785 -330	-5%	-$12.7K	0.22%	151
2017 Q3	$228K	Buy	+6,115	New	+$220K	0.24%	140

Other funds holding EZM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Sunbelt Securities's EZM Position: Q1 2026 in Review

Sunbelt Securities sold out of WisdomTree US MidCap Fund (EZM) in Q1 2026, closing a stake of 100 shares — an estimated $6.68K sold.

Sunbelt Securities first reported a position in EZM in Q3 2017 and held it in 6 quarters. The position peaked at $230K in Q4 2017. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Sunbelt Securities reported no remaining WisdomTree US MidCap Fund position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 100 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $6.68K.
Sunbelt Securities first reported a position in WisdomTree US MidCap Fund in Q3 2017 and held it in 6 quarters.
Sunbelt Securities's WisdomTree US MidCap Fund position peaked at $230K in Q4 2017.
172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.