Beacon Pointe Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Beacon Pointe 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	$525K	Hold	6,927	–	–	﹤0.01%	1316
2026 Q1	$466K	Buy	6,927 +102	+1%	+$7.05K	﹤0.01%	1335
2025 Q4	$456K	Hold	6,825	–	–	﹤0.01%	1103
2025 Q3	$450K	Sell	6,825 -102	-1%	-$6.59K	﹤0.01%	1042
2025 Q2	$428K	Hold	6,927	–	–	﹤0.01%	927
2025 Q1	$413K	Hold	6,927	–	–	﹤0.01%	909
2024 Q4	$433K	Buy	6,927 +500	+8%	+$32K	﹤0.01%	874
2024 Q3	$401K	Hold	6,427	–	–	﹤0.01%	926
2024 Q2	$371K	Sell	6,427 -2,200	-26%	-$129K	﹤0.01%	982
2024 Q1	$526K	Hold	8,627	–	–	0.01%	896
2023 Q4	$495K	Hold	8,627	–	–	0.01%	911
2023 Q3	$438K	Hold	8,627	–	–	0.01%	926
2023 Q2	$457K	Hold	8,627	–	–	0.01%	741
2023 Q1	$429K	Hold	8,627	–	–	0.01%	813
2022 Q4	$419K	Buy	8,627 +102	+1%	+$4.97K	0.01%	749
2022 Q3	$375K	Hold	8,525	–	–	0.01%	736
2022 Q2	$392K	Hold	8,525	–	–	0.01%	730
2022 Q1	$466K	Buy	+8,525	New	+$463K	0.01%	824

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

Beacon Pointe Advisors's EZM Position: Q2 2026 in Review

Beacon Pointe Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 6,927 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Beacon Pointe Advisors first reported a position in EZM in Q1 2022 and has held it in 18 quarters since. The position peaked at $526K in Q1 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Beacon Pointe Advisors held 6,927 shares of WisdomTree US MidCap Fund worth $525K as of Q2 2026.
Beacon Pointe Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1316 holding.
Beacon Pointe Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2022 and has held it in 18 quarters since.
Beacon Pointe Advisors's WisdomTree US MidCap Fund position peaked at $526K in Q1 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.