Two Sigma Securities’s WisdomTree US MidCap Fund EZM Stock Holding History

Two Sigma Securities’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 Q2	–	Sell	-3,977	Closed	-$237K	–	1668
2025 Q1	$237K	Buy	+3,977	New	+$248K	0.04%	748
2020 Q2	–	Sell	-16,772	Closed	-$443K	–	1466
2020 Q1	$443K	Buy	+16,772	New	+$620K	0.01%	668
2018 Q3	–	Sell	-7,281	Closed	-$292K	–	2702
2018 Q2	$292K	Buy	+7,281	New	+$289K	﹤0.01%	2072
2016 Q1	–	Sell	-7,899	Closed	-$229K	–	325
2015 Q4	$229K	Buy	7,899 +90	+1%	+$2.7K	0.27%	103
2015 Q3	$224K	Buy	+7,809	New	+$238K	0.35%	111

Other funds holding EZM

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

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

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

Two Sigma Securities's EZM Position: Q2 2025 in Review

Two Sigma Securities sold out of WisdomTree US MidCap Fund (EZM) in Q2 2025, closing a stake of 3,977 shares — an estimated $237K sold.

Two Sigma Securities first reported a position in EZM in Q3 2015 and held it in 5 quarters. The position peaked at $443K in Q1 2020. 144 funds tracked by Wall St. Rank hold EZM as of Q2 2025.

Two Sigma Securities reported no remaining WisdomTree US MidCap Fund position as of Q2 2025 after selling out during the quarter.
Two Sigma Securities sold 3,977 WisdomTree US MidCap Fund shares in Q2 2025, an estimated $237K.
Two Sigma Securities first reported a position in WisdomTree US MidCap Fund in Q3 2015 and held it in 5 quarters.
Two Sigma Securities's WisdomTree US MidCap Fund position peaked at $443K in Q1 2020.
144 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2025.

Based on Two Sigma Securities's 13F filing for Q2 2025, filed 14 Aug 2025.