Advisory Services Network’s WisdomTree US MidCap Fund EZM Stock Holding History

Advisory Services Network’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	–	Sell	-1,114	Closed	-$74.9K	–	2972
2026 Q1	$74.9K	Buy	+1,114	New	+$77K	﹤0.01%	2384
2025 Q4	–	Sell	-1,114	Closed	-$73.4K	–	2604
2025 Q3	$73.4K	Buy	+1,114	New	+$72K	﹤0.01%	2236
2024 Q1	–	Sell	-1,218	Closed	-$69.9K	–	2161
2023 Q4	$69.9K	Buy	+1,218	New	+$63K	﹤0.01%	1835
2023 Q2	–	Sell	-1,363	Closed	-$67.8K	–	2154
2023 Q1	$67.8K	Buy	+1,363	New	+$70.3K	﹤0.01%	1857
2019 Q4	–	Sell	-40	Closed	-$2K	–	3130
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	2623
2019 Q2	$2K	Buy	+40	New	+$1.59K	﹤0.01%	2621

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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

Advisory Services Network's EZM Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree US MidCap Fund (EZM) in Q2 2026, closing a stake of 1,114 shares — an estimated $74.9K sold.

Advisory Services Network first reported a position in EZM in Q2 2019 and held it in 6 quarters. The position peaked at $74.9K in Q1 2026. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree US MidCap Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,114 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $74.9K.
Advisory Services Network first reported a position in WisdomTree US MidCap Fund in Q2 2019 and held it in 6 quarters.
Advisory Services Network's WisdomTree US MidCap Fund position peaked at $74.9K in Q1 2026.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.