SF
EZM icon

Synovus Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Synovus Financial’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 		$5.68M Buy
86,202
+3,999
+5% +$258K 0.07% 181
2025
Q2 		$5.08M Sell
82,203
-7,069
-8% -$416K 0.06% 188
2025
Q1 		$5.32M Buy
89,272
+5,605
+7% +$350K 0.07% 169
2024
Q4 		$5.23M Sell
83,667
-1,207
-1% -$77.3K 0.07% 175
2024
Q3 		$5.29M Buy
84,874
+5,885
+7% +$353K 0.06% 202
2024
Q2 		$4.56M Buy
78,989
+6,931
+10% +$406K 0.06% 201
2024
Q1 		$4.4M Buy
72,058
+7,840
+12% +$450K 0.06% 206
2023
Q4 		$3.69M Sell
64,218
-56,001
-47% -$2.89M 0.05% 215
2023
Q3 		$6.1M Buy
120,219
+62,838
+110% +$3.35M 0.07% 157
2023
Q2 		$3.04M Buy
57,381
+3,726
+7% +$185K 0.03% 275
2023
Q1 		$2.67M Buy
53,655
+8,231
+18% +$425K 0.03% 287
2022
Q4 		$2.21M Buy
45,424
+4,707
+12% +$229K 0.03% 325
2022
Q3 		$1.79M Sell
40,717
-981
-2% -$47.8K 0.02% 332
2022
Q2 		$1.92M Buy
41,698
+4,571
+12% +$232K 0.02% 325
2022
Q1 		$2.03M Buy
37,127
+7,065
+24% +$383K 0.02% 328
2021
Q4 		$1.69M Buy
30,062
+11,978
+66% +$659K 0.02% 354
2021
Q3 		$939K Buy
18,084
+1,978
+12% +$104K 0.01% 452
2021
Q2 		$841K Buy
16,106
+4,196
+35% +$222K 0.01% 480
2021
Q1 		$607K Sell
11,910
-2,641
-18% -$127K 0.01% 509
2020
Q4 		$634K Sell
14,551
-1,077
-7% -$42.8K 0.01% 492
2020
Q3 		$535K Buy
15,628
+3,573
+30% +$123K 0.01% 476
2020
Q2 		$393K Buy
12,055
+3,354
+39% +$102K 0.01% 518
2020
Q1 		$231K Buy
8,701
+1,952
+29% +$72.2K ﹤0.01% 733
2019
Q4 		$285K Buy
6,749
+1,644
+32% +$66.9K ﹤0.01% 606
2019
Q3 		$201K Buy
5,105
+4,500
+744% +$176K ﹤0.01% 651
2019
Q2 		$24K Buy
+605
New +$24K ﹤0.01% 985
2017
Q3 		– Sell
-1,320
Closed -$47K – 619
2017
Q2 		$47K Buy
+1,320
New +$46.8K ﹤0.01% 660

Other funds holding EZM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Synovus Financial's EZM Position: Q3 2025 in Review

Synovus Financial increased its WisdomTree US MidCap Fund (EZM) stake by 4.9% in Q3 2025, buying an estimated $258K and bringing the position to 86,202 shares worth $5.68M. The position accounts for 0.07% of the portfolio, ranked #181.

Synovus Financial first reported a position in EZM in Q2 2017 and has held it in 27 quarters since. The position peaked at $6.1M in Q3 2023. 145 funds tracked by Wall St. Rank hold EZM as of Q3 2025.

  • Synovus Financial held 86,202 shares of WisdomTree US MidCap Fund worth $5.68M as of Q3 2025.
  • Synovus Financial bought 3,999 WisdomTree US MidCap Fund shares in Q3 2025, an estimated $258K.
  • WisdomTree US MidCap Fund made up 0.07% of Synovus Financial's portfolio in Q3 2025, its #181 holding.
  • Synovus Financial first reported a position in WisdomTree US MidCap Fund in Q2 2017 and has held it in 27 quarters since.
  • Synovus Financial's WisdomTree US MidCap Fund position peaked at $6.1M in Q3 2023.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.