Acorn Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Acorn Wealth Advisors’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 Q2	$297K	Buy	+3,916	New	+$284K	0.07%	231
2018 Q3	–	Sell	-1,569	Closed	-$63K	–	211
2018 Q2	$63K	Buy	1,569 +5	+0.3%	+$198	0.05%	233
2018 Q1	$61K	Buy	1,564 +3	+0.2%	+$119	0.05%	230
2017 Q4	$63K	Buy	+1,561	New	+$59.9K	0.06%	226

Other funds holding EZM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Acorn Wealth Advisors's EZM Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 3,916 shares worth $297K. The stake represents 0.07% of the portfolio and ranks #231 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in EZM as recently as Q2 2018.

Acorn Wealth Advisors first reported a position in EZM in Q4 2017 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Acorn Wealth Advisors held 3,916 shares of WisdomTree US MidCap Fund worth $297K as of Q2 2026.
WisdomTree US MidCap Fund was a new Acorn Wealth Advisors position in Q2 2026.
WisdomTree US MidCap Fund made up 0.07% of Acorn Wealth Advisors's portfolio in Q2 2026, its #231 holding.
Acorn Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2017 and has held it in 4 quarters since.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.