TFG
EZM icon

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
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

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
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
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
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
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return