Allworth Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Allworth Financial’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	$132K	Buy	1,739 +966	+125%	+$70K	﹤0.01%	1772
2026 Q1	$52K	Buy	773 +269	+53%	+$18.6K	﹤0.01%	2298
2025 Q4	$33.7K	Hold	504	–	–	﹤0.01%	2465
2025 Q3	$33.2K	Sell	504 -102	-17%	-$6.59K	﹤0.01%	2392
2025 Q2	$37.4K	Buy	606 +80	+15%	+$4.71K	﹤0.01%	2122
2025 Q1	$30K	Buy	526 +132	+34%	+$8.24K	﹤0.01%	1829
2024 Q4	$25.6K	Buy	+394	New	+$25.2K	﹤0.01%	1945
2020 Q4	–	Sell	-82	Closed	-$3K	–	1374
2020 Q3	$3K	Hold	82	–	–	﹤0.01%	922
2020 Q2	$3K	Hold	82	–	–	﹤0.01%	938
2020 Q1	$2K	Hold	82	–	–	﹤0.01%	1051
2019 Q4	$3K	Hold	82	–	–	﹤0.01%	844
2019 Q3	$3K	Hold	82	–	–	﹤0.01%	756
2019 Q2	$3K	Buy	+82	New	+$3.25K	﹤0.01%	746

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

Allworth Financial's EZM Position: Q2 2026 in Review

Allworth Financial increased its WisdomTree US MidCap Fund (EZM) stake by 125% in Q2 2026, buying an estimated $70K and bringing the position to 1,739 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1772.

Allworth Financial first reported a position in EZM in Q2 2019 and has held it in 13 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Allworth Financial held 1,739 shares of WisdomTree US MidCap Fund worth $132K as of Q2 2026.
Allworth Financial bought 966 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $70K.
WisdomTree US MidCap Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1772 holding.
Allworth Financial first reported a position in WisdomTree US MidCap Fund in Q2 2019 and has held it in 13 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.