AA
EZM icon

Ancora Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Ancora 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 		$124K Sell
1,640
-920
-36% -$66.7K ﹤0.01% 848
2026
Q1 		$172K Hold
2,560
– – ﹤0.01% 747
2025
Q4 		$171K Hold
2,560
– – ﹤0.01% 779
2025
Q3 		$169K Hold
2,560
– – ﹤0.01% 751
2025
Q2 		$158K Hold
2,560
– – ﹤0.01% 775
2025
Q1 		$153K Hold
2,560
– – ﹤0.01% 780
2024
Q4 		$160K Buy
2,560
+150
+6% +$9.61K ﹤0.01% 765
2024
Q3 		$150K Hold
2,410
– – ﹤0.01% 752
2024
Q2 		$139K Hold
2,410
– – ﹤0.01% 750
2024
Q1 		$147K Buy
2,410
+200
+9% +$11.5K ﹤0.01% 741
2023
Q4 		$127K Hold
2,210
– – ﹤0.01% 762
2023
Q3 		$112K Hold
2,210
– – ﹤0.01% 766
2023
Q2 		$117K Hold
2,210
– – ﹤0.01% 753
2023
Q1 		$110K Buy
2,210
+150
+7% +$7.74K ﹤0.01% 756
2022
Q4 		$100K Hold
2,060
– – ﹤0.01% 823
2022
Q3 		$91K Hold
2,060
– – ﹤0.01% 929
2022
Q2 		$95K Hold
2,060
– – ﹤0.01% 987
2022
Q1 		$113K Hold
2,060
– – ﹤0.01% 987
2021
Q4 		$116K Hold
2,060
– – ﹤0.01% 982
2021
Q3 		$107K Sell
2,060
-250
-11% -$13.2K ﹤0.01% 949
2021
Q2 		$121K Hold
2,310
– – ﹤0.01% 860
2021
Q1 		$118K Buy
2,310
+64
+3% +$3.07K ﹤0.01% 833
2020
Q4 		$98K Hold
2,246
– – ﹤0.01% 757
2020
Q3 		$77K Hold
2,246
– – ﹤0.01% 773
2020
Q2 		$73K Hold
2,246
– – ﹤0.01% 763
2020
Q1 		$59K Hold
2,246
– – ﹤0.01% 850
2019
Q4 		$95K Buy
+2,246
New +$91.4K ﹤0.01% 780
2018
Q4 		– Sell
-5,095
Closed -$211K – 797
2018
Q3 		$211K Hold
5,095
– – 0.01% 637
2018
Q2 		$205K Buy
+5,095
New +$202K 0.01% 646

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Ancora Advisors's EZM Position: Q2 2026 in Review

Ancora Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 36% in Q2 2026, selling an estimated $66.7K and leaving 1,640 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Ancora Advisors first reported a position in EZM in Q2 2018 and has held it in 29 quarters since. The position peaked at $211K in Q3 2018. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Ancora Advisors held 1,640 shares of WisdomTree US MidCap Fund worth $124K as of Q2 2026.
  • Ancora Advisors sold 920 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $66.7K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #848 holding.
  • Ancora Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 29 quarters since.
  • Ancora Advisors's WisdomTree US MidCap Fund position peaked at $211K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.