Tucker Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Tucker Asset Management’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	-117	Closed	-$7.79K	–	592
2025 Q4	$7.79K	Buy	+117	New	+$7.73K	﹤0.01%	623
2025 Q1	–	Sell	-115	Closed	-$7.18K	–	515
2024 Q4	$7.18K	Hold	115	–	–	﹤0.01%	874
2024 Q3	$7.14K	Buy	115 +1	+0.9%	+$60	﹤0.01%	802
2024 Q2	$6.6K	Hold	114	–	–	﹤0.01%	965
2024 Q1	$6.94K	Buy	114 +1	+0.9%	+$57	﹤0.01%	974
2023 Q4	$6.51K	Hold	113	–	–	﹤0.01%	813
2023 Q3	$5.74K	Buy	+113	New	+$6.02K	﹤0.01%	793

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

Tucker Asset Management's EZM Position: Q1 2026 in Review

Tucker Asset Management sold out of WisdomTree US MidCap Fund (EZM) in Q1 2026, closing a stake of 117 shares — an estimated $7.79K sold.

Tucker Asset Management first reported a position in EZM in Q3 2023 and held it in 7 quarters. The position peaked at $7.79K in Q4 2025. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Tucker Asset Management reported no remaining WisdomTree US MidCap Fund position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 117 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $7.79K.
Tucker Asset Management first reported a position in WisdomTree US MidCap Fund in Q3 2023 and held it in 7 quarters.
Tucker Asset Management's WisdomTree US MidCap Fund position peaked at $7.79K in Q4 2025.
172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.