WWM
EZM icon

Western Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Western Wealth 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 		$981K Buy
14,594
+883
+6% +$61.1K 0.04% 447
2025
Q4 		$916K Sell
13,711
-209
-2% -$13.8K 0.04% 371
2025
Q3 		$917K Buy
13,920
+53
+0.4% +$3.42K 0.05% 322
2025
Q2 		$857K Sell
13,867
-2,451
-15% -$144K 0.05% 306
2025
Q1 		$973K Sell
16,318
-96
-0.6% -$6K 0.06% 259
2024
Q4 		$1.03M Sell
16,414
-204
-1% -$13.1K 0.07% 241
2024
Q3 		$1.04M Buy
16,618
+103
+0.6% +$6.18K 0.06% 302
2024
Q2 		$954K Sell
16,515
-188
-1% -$11K 0.07% 239
2024
Q1 		$1.02M Buy
16,703
+256
+2% +$14.7K 0.08% 229
2023
Q4 		$944K Buy
+16,447
New +$850K 0.07% 287

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return