UL
EZM icon

Unionview LLC’s WisdomTree US MidCap Fund EZM Stock Holding History

Unionview LLC’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
2024
Q4 		$393K Buy
6,283
+21
+0.3% +$1.34K 0.29% 51
2024
Q3 		$390K Buy
6,262
+18
+0.3% +$1.08K 0.3% 53
2024
Q2 		$361K Buy
6,244
+21
+0.3% +$1.23K 0.29% 55
2024
Q1 		$380K Buy
6,223
+18
+0.3% +$1.03K 0.31% 52
2023
Q4 		$356K Buy
6,205
+24
+0.4% +$1.24K 0.32% 52
2023
Q3 		$314K Buy
6,181
+22
+0.4% +$1.17K 0.3% 57
2023
Q2 		$326K Buy
6,159
+22
+0.4% +$1.09K 0.3% 56
2023
Q1 		$305K Buy
6,137
+16
+0.3% +$826 0.29% 60
2022
Q4 		$298K Buy
6,121
+30
+0.5% +$1.46K 0.3% 60
2022
Q3 		$268K Hold
6,091
– – 0.31% 58
2022
Q2 		$280K Hold
6,091
– – 0.31% 58
2022
Q1 		$333K Hold
6,091
– – 0.31% 58
2021
Q4 		$343K Buy
+6,091
New +$335K 0.32% 55

Other funds holding EZM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Unionview LLC's EZM Position: Q4 2024 in Review

Unionview LLC increased its WisdomTree US MidCap Fund (EZM) stake by 0.34% in Q4 2024, buying an estimated $1.34K and bringing the position to 6,283 shares worth $393K. The position accounts for 0.29% of the portfolio, ranked #51.

Unionview LLC first reported a position in EZM in Q4 2021 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold EZM as of Q4 2024.

  • Unionview LLC held 6,283 shares of WisdomTree US MidCap Fund worth $393K as of Q4 2024.
  • Unionview LLC bought 21 WisdomTree US MidCap Fund shares in Q4 2024, an estimated $1.34K.
  • WisdomTree US MidCap Fund made up 0.29% of Unionview LLC's portfolio in Q4 2024, its #51 holding.
  • Unionview LLC first reported a position in WisdomTree US MidCap Fund in Q4 2021 and has held it in 13 quarters since.
  • 147 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.