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

Ameritas Advisory Services’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	$17.3K	Buy	+228	New	+$16.5K	﹤0.01%	1399
2025 Q4	–	Sell	-226	Closed	-$14.9K	–	1294
2025 Q3	$14.9K	Buy	226 +1	+0.4%	+$65	﹤0.01%	1537
2025 Q2	$13.9K	Buy	+225	New	+$13.2K	﹤0.01%	1888
2023 Q2	–	Sell	-218	Closed	-$10.9K	–	1171
2023 Q1	$10.9K	Buy	+218	New	+$11.2K	﹤0.01%	1864

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

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

Ameritas Advisory Services opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 228 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in EZM as recently as Q3 2025.

Ameritas Advisory Services first reported a position in EZM in Q1 2023 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Ameritas Advisory Services held 228 shares of WisdomTree US MidCap Fund worth $17.3K as of Q2 2026.
WisdomTree US MidCap Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1399 holding.
Ameritas Advisory Services first reported a position in WisdomTree US MidCap Fund in Q1 2023 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.