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Aurora Private Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Aurora Private Wealth’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
Q1 		$736K Hold
11,015
– – 0.52% 48
2025
Q4 		$736K Buy
+11,015
New +$727K 0.48% 54
2025
Q2 		$675K Buy
10,934
+45
+0.4% +$2.65K 0.5% 50
2025
Q1 		$649K Buy
10,889
+34
+0.3% +$2.12K 0.52% 52
2024
Q4 		$679K Buy
10,855
+36
+0.3% +$2.31K 0.51% 54
2024
Q3 		$674K Buy
10,819
+32
+0.3% +$1.92K 0.53% 53
2024
Q2 		$623K Sell
10,787
-1,293
-11% -$75.7K 0.55% 51
2024
Q1 		$732K Buy
12,080
+35
+0.3% +$2.01K 0.63% 42
2023
Q4 		$691K Buy
12,045
+46
+0.4% +$2.38K 0.65% 40
2023
Q3 		$609K Buy
11,999
+42
+0.4% +$2.24K 0.67% 42
2023
Q2 		$633K Buy
11,957
+43
+0.4% +$2.13K 0.72% 41
2023
Q1 		$593K Buy
11,914
+30
+0.3% +$1.55K 0.63% 43
2022
Q4 		$578K Buy
11,884
+58
+0.5% +$2.83K 0.66% 43
2022
Q3 		$520K Buy
11,826
+51
+0.4% +$2.48K 0.24% 70
2022
Q2 		$541K Buy
11,775
+48
+0.4% +$2.43K 0.24% 71
2022
Q1 		$641K Buy
11,727
+31
+0.3% +$1.68K 0.26% 67
2021
Q4 		$658K Buy
11,696
+130
+1% +$7.15K 0.29% 65
2021
Q3 		$602K Buy
+11,566
New +$609K 0.24% 83
2021
Q2 		– Sell
-11,272
Closed -$574K – 210
2021
Q1 		$574K Hold
11,272
– – 0.24% 92
2020
Q4 		$490K Sell
11,272
-4,991
-31% -$198K 0.21% 108
2020
Q3 		$556K Buy
+16,263
New +$560K 0.24% 82
2020
Q2 		– Sell
-16,253
Closed -$429K – 189
2020
Q1 		$429K Sell
16,253
-846
-5% -$31.3K 0.15% 138
2019
Q4 		$720K Buy
+17,099
New +$696K 0.25% 71

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Aurora Private Wealth's EZM Position: Q1 2026 in Review

Aurora Private Wealth held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 11,015 shares worth $736K. The position accounts for 0.52% of the portfolio, ranked #48.

Aurora Private Wealth first reported a position in EZM in Q4 2019 and has held it in 23 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Aurora Private Wealth held 11,015 shares of WisdomTree US MidCap Fund worth $736K as of Q1 2026.
  • Aurora Private Wealth left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.52% of Aurora Private Wealth's portfolio in Q1 2026, its #48 holding.
  • Aurora Private Wealth first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 23 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Aurora Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.