Team Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Team Financial Group’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 Q2	$498K	Buy	6,576 +18	+0.3%	+$1.3K	0.21%	28
2026 Q1	$441K	Sell	6,558 -95	-1%	-$6.57K	0.2%	29
2025 Q4	$444K	Sell	6,653 -273	-4%	-$18K	0.2%	27
2025 Q3	$457K	Sell	6,926 -75	-1%	-$4.84K	0.21%	26
2025 Q2	$432K	Sell	7,001 -1,399	-17%	-$82.4K	0.21%	28
2025 Q1	$501K	Sell	8,400 -4,499	-35%	-$281K	0.29%	23
2024 Q4	$806K	Sell	12,899 -5,354	-29%	-$343K	0.46%	22
2024 Q3	$1.14M	Sell	18,253 -4,528	-20%	-$272K	0.68%	18
2024 Q2	$1.32M	Buy	22,781 +1,145	+5%	+$67K	0.85%	18
2024 Q1	$1.32M	Buy	21,636 +971	+5%	+$55.8K	0.89%	17
2023 Q4	$1.19M	Buy	20,665 +2,855	+16%	+$148K	0.85%	17
2023 Q3	$904K	Buy	+17,810	New	+$948K	0.75%	17

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Team Financial Group's EZM Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree US MidCap Fund (EZM) stake by 0.27% in Q2 2026, buying an estimated $1.3K and bringing the position to 6,576 shares worth $498K. The position accounts for 0.21% of the portfolio, ranked #28.

Team Financial Group first reported a position in EZM in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q1 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Team Financial Group held 6,576 shares of WisdomTree US MidCap Fund worth $498K as of Q2 2026.
Team Financial Group bought 18 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.3K.
WisdomTree US MidCap Fund made up 0.21% of Team Financial Group's portfolio in Q2 2026, its #28 holding.
Team Financial Group first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree US MidCap Fund position peaked at $1.32M in Q1 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.