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Unified Investment Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Unified Investment 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
Q3 		– Sell
-3,771
Closed -$233K – 137
2025
Q2 		$233K Buy
3,771
+1
+0% +$59 0.25% 110
2025
Q1 		$225K Sell
3,770
-2,548
-40% -$159K 0.27% 106
2024
Q4 		$395K Buy
+6,318
New +$405K 0.45% 80

Other funds holding EZM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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 $83.7B AUM 27.22% 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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Unified Investment Management's EZM Position: Q3 2025 in Review

Unified Investment Management sold out of WisdomTree US MidCap Fund (EZM) in Q3 2025, closing a stake of 3,771 shares — an estimated $233K sold.

Unified Investment Management first reported a position in EZM in Q4 2024 and held it in 3 quarters. The position peaked at $395K in Q4 2024. 145 funds tracked by Wall St. Rank hold EZM as of Q3 2025.

  • Unified Investment Management reported no remaining WisdomTree US MidCap Fund position as of Q3 2025 after selling out during the quarter.
  • Unified Investment Management sold 3,771 WisdomTree US MidCap Fund shares in Q3 2025, an estimated $233K.
  • Unified Investment Management first reported a position in WisdomTree US MidCap Fund in Q4 2024 and held it in 3 quarters.
  • Unified Investment Management's WisdomTree US MidCap Fund position peaked at $395K in Q4 2024.
  • 145 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2025.

Based on Unified Investment Management's 13F filing for Q3 2025, filed 27 Oct 2025.