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Tallon Kerry Patrick’s WisdomTree US MidCap Fund EZM Stock Holding History

Tallon Kerry Patrick’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
2024
Q4 		$233K Buy
+3,750
New +$240K 0.22% 80

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Tallon Kerry Patrick's EZM Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in WisdomTree US MidCap Fund (EZM) in Q4 2024: 3,750 shares worth $233K. The stake represents 0.22% of the portfolio and ranks #80 among its holdings.

147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

  • Tallon Kerry Patrick held 3,750 shares of WisdomTree US MidCap Fund worth $233K as of Q4 2024.
  • WisdomTree US MidCap Fund was a new Tallon Kerry Patrick position in Q4 2024.
  • WisdomTree US MidCap Fund made up 0.22% of Tallon Kerry Patrick's portfolio in Q4 2024, its #80 holding.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.