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
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

Align Financial Hermantown, Minnesota $176M AUM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tucker Asset Management's EZM Position: Q4 2025 in Review

Tucker Asset Management opened a new position in WisdomTree US MidCap Fund (EZM) in Q4 2025: 117 shares worth $7.79K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in EZM as recently as Q4 2024.

Tucker Asset Management first reported a position in EZM in Q3 2023 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold EZM as of Q4 2025.

Tucker Asset Management held 117 shares of WisdomTree US MidCap Fund worth $7.79K as of Q4 2025.
WisdomTree US MidCap Fund was a new Tucker Asset Management position in Q4 2025.
WisdomTree US MidCap Fund made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #623 holding.
Tucker Asset Management first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.