Atlantic Edge Private Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Atlantic Edge Private 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	$3.41K	Hold	45	–	–	﹤0.01%	522
2026 Q1	$3.02K	Hold	45	–	–	﹤0.01%	503
2025 Q4	$3.01K	Hold	45	–	–	﹤0.01%	494
2025 Q3	$2.97K	Hold	45	–	–	﹤0.01%	481
2025 Q2	$2.78K	Hold	45	–	–	﹤0.01%	458
2025 Q1	$2.68K	Hold	45	–	–	﹤0.01%	448
2024 Q4	$2.81K	Hold	45	–	–	﹤0.01%	427
2024 Q3	$2.81K	Hold	45	–	–	﹤0.01%	434
2024 Q2	$2.6K	Hold	45	–	–	﹤0.01%	415
2024 Q1	$2.75K	Hold	45	–	–	﹤0.01%	419
2023 Q4	$2.58K	Buy	+45	New	+$2.33K	﹤0.01%	406

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

DKCM

Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Atlantic Edge Private Wealth Management's EZM Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 45 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Atlantic Edge Private Wealth Management first reported a position in EZM in Q4 2023 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Atlantic Edge Private Wealth Management held 45 shares of WisdomTree US MidCap Fund worth $3.41K as of Q2 2026.
Atlantic Edge Private Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #522 holding.
Atlantic Edge Private Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2023 and has held it in 11 quarters since.
66 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.