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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
Q3 		$796K Buy
11,114
+34
+0.3% +$2.56K 0.5% 52
2026
Q2 		$840K Buy
11,080
+65
+0.6% +$4.71K 0.53% 50
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% +$2.82K 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

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Lionshead Wealth Management
Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aurora Private Wealth's EZM Position: Q3 2026 in Review

Aurora Private Wealth increased its WisdomTree US MidCap Fund (EZM) stake by 0.31% in Q3 2026, buying an estimated $2.56K and bringing the position to 11,114 shares worth $796K. The position accounts for 0.5% of the portfolio, ranked #52.

Aurora Private Wealth first reported a position in EZM in Q4 2019 and has held it in 25 quarters since. The position peaked at $840K in Q2 2026. 47 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Aurora Private Wealth held 11,114 shares of WisdomTree US MidCap Fund worth $796K as of Q3 2026.
  • Aurora Private Wealth bought 34 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $2.56K.
  • WisdomTree US MidCap Fund made up 0.5% of Aurora Private Wealth's portfolio in Q3 2026, its #52 holding.
  • Aurora Private Wealth first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 25 quarters since.
  • Aurora Private Wealth's WisdomTree US MidCap Fund position peaked at $840K in Q2 2026.
  • 47 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Aurora Private Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.