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Bragg Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Bragg Financial 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
Q1 		$389K Hold
5,784
– – 0.01% 301
2025
Q4 		$386K Hold
5,784
– – 0.01% 295
2025
Q3 		$381K Sell
5,784
-1,258
-18% -$81.3K 0.01% 295
2025
Q2 		$435K Buy
+7,042
New +$415K 0.02% 284

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

Bragg Financial Advisors's EZM Position: Q1 2026 in Review

Bragg Financial Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 5,784 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #301.

Bragg Financial Advisors first reported a position in EZM in Q2 2025 and has held it in 4 quarters since. The position peaked at $435K in Q2 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Bragg Financial Advisors held 5,784 shares of WisdomTree US MidCap Fund worth $389K as of Q1 2026.
  • Bragg Financial Advisors left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #301 holding.
  • Bragg Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2025 and has held it in 4 quarters since.
  • Bragg Financial Advisors's WisdomTree US MidCap Fund position peaked at $435K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.