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

AE 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 Q2	$54.5K	Hold	719	–	–	﹤0.01%	2068
2026 Q1	$48.4K	Hold	719	–	–	﹤0.01%	1963
2025 Q4	$48.1K	Hold	719	–	–	﹤0.01%	1857
2025 Q3	$47.4K	Sell	719 -2,000	-74%	-$129K	﹤0.01%	1722
2025 Q2	$168K	Buy	2,719 +2,292	+537%	+$135K	﹤0.01%	1353
2025 Q1	$25.5K	Hold	427	–	–	﹤0.01%	1690
2024 Q4	$26.7K	Buy	+427	New	+$27.4K	﹤0.01%	1667
2020 Q1	–	Sell	-111,425	Closed	-$4.69M	–	1157
2019 Q4	$4.69M	Sell	111,425 -14,904	-12%	-$607K	0.1%	187
2019 Q3	$4.98M	Buy	126,329 +73,782	+140%	+$2.89M	0.14%	143
2019 Q2	$2.1M	Buy	+52,547	New	+$2.09M	0.06%	236

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

AE Wealth Management's EZM Position: Q2 2026 in Review

AE Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 719 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2068.

AE Wealth Management first reported a position in EZM in Q2 2019 and has held it in 10 quarters since. The position peaked at $4.98M in Q3 2019. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

AE Wealth Management held 719 shares of WisdomTree US MidCap Fund worth $54.5K as of Q2 2026.
AE Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2068 holding.
AE Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2019 and has held it in 10 quarters since.
AE Wealth Management's WisdomTree US MidCap Fund position peaked at $4.98M in Q3 2019.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.