Astoria Portfolio Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Astoria Portfolio 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	$256K	Hold	3,377	–	–	0.04%	302
2026 Q1	$243K	Hold	3,377	–	–	0.05%	254
2025 Q4	$237K	Hold	3,377	–	–	0.05%	249
2025 Q3	$223K	Hold	3,377	–	–	0.06%	242
2025 Q2	$215K	Buy	+3,377	New	+$199K	0.06%	234
2025 Q1	–	Sell	-3,377	Closed	-$214K	–	246
2024 Q4	$214K	Hold	3,377	–	–	0.08%	205
2024 Q3	$211K	Buy	+3,377	New	+$203K	0.07%	196

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

Astoria Portfolio Advisors's EZM Position: Q2 2026 in Review

Astoria Portfolio Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,377 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #302.

Astoria Portfolio Advisors first reported a position in EZM in Q3 2024 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Astoria Portfolio Advisors held 3,377 shares of WisdomTree US MidCap Fund worth $256K as of Q2 2026.
Astoria Portfolio Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #302 holding.
Astoria Portfolio Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2024 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.