Cambridge Investment Research Advisors
EZM icon

Cambridge Investment Research Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Cambridge Investment Research 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 		$5.93M Sell
78,199
-2,012
-3% -$146K 0.01% 893
2026
Q1 		$5.39M Sell
80,211
-1,333
-2% -$92.2K 0.01% 924
2025
Q4 		$5.45M Buy
81,544
+526
+0.6% +$34.7K 0.01% 880
2025
Q3 		$5.34M Sell
81,018
-1,936
-2% -$125K 0.01% 871
2025
Q2 		$5.12M Sell
82,954
-19,148
-19% -$1.13M 0.02% 838
2025
Q1 		$6.08M Sell
102,102
-5,327
-5% -$333K 0.02% 698
2024
Q4 		$6.71M Sell
107,429
-7,447
-6% -$477K 0.02% 647
2024
Q3 		$7.16M Buy
114,876
+43,151
+60% +$2.59M 0.02% 627
2024
Q2 		$4.14M Sell
71,725
-5,936
-8% -$347K 0.02% 854
2024
Q1 		$4.74M Sell
77,661
-1,030
-1% -$59.2K 0.02% 778
2023
Q4 		$4.52M Sell
78,691
-1,494
-2% -$77.2K 0.02% 754
2023
Q3 		$4.07M Sell
80,185
-594
-0.7% -$31.6K 0.02% 761
2023
Q2 		$4.28M Sell
80,779
-4,120
-5% -$204K 0.02% 741
2023
Q1 		$4.22M Sell
84,899
-75,299
-47% -$3.89M 0.02% 723
2022
Q4 		$7.79M Buy
160,198
+5,023
+3% +$245K 0.04% 431
2022
Q3 		$6.83M Sell
155,175
-9,230
-6% -$449K 0.04% 437
2022
Q2 		$7.56M Sell
164,405
-1,808
-1% -$91.6K 0.04% 423
2022
Q1 		$9.09M Sell
166,213
-13,032
-7% -$707K 0.04% 405
2021
Q4 		$10.1M Buy
179,245
+1,471
+0.8% +$80.9K 0.05% 379
2021
Q3 		$9.25M Buy
177,774
+5,266
+3% +$277K 0.05% 378
2021
Q2 		$9.04M Buy
172,508
+5,464
+3% +$289K 0.04% 396
2021
Q1 		$8.51M Sell
167,044
-1,618
-1% -$77.6K 0.05% 378
2020
Q4 		$7.33M Buy
168,662
+3,921
+2% +$156K 0.04% 390
2020
Q3 		$5.63M Sell
164,741
-16,734
-9% -$576K 0.04% 423
2020
Q2 		$5.91M Buy
181,475
+23,373
+15% +$712K 0.04% 387
2020
Q1 		$4.18M Sell
158,102
-2,433
-2% -$90K 0.04% 420
2019
Q4 		$6.76M Buy
160,535
+34,899
+28% +$1.42M 0.05% 361
2019
Q3 		$4.96M Buy
125,636
+21,038
+20% +$824K 0.04% 409
2019
Q2 		$4.18M Buy
104,598
+10,877
+12% +$432K 0.04% 458
2019
Q1 		$3.69M Buy
93,721
+7,359
+9% +$284K 0.04% 478
2018
Q4 		$2.96M Buy
86,362
+8,365
+11% +$314K 0.03% 497
2018
Q3 		$3.23M Buy
77,997
+10,081
+15% +$419K 0.03% 500
2018
Q2 		$2.73M Buy
67,916
+2,841
+4% +$113K 0.03% 536
2018
Q1 		$2.52M Buy
65,075
+10,803
+20% +$429K 0.03% 556
2017
Q4 		$2.15M Buy
54,272
+4,712
+10% +$181K 0.03% 559
2017
Q3 		$1.85M Sell
49,560
-3,657
-7% -$132K 0.02% 564
2017
Q2 		$1.91M Sell
53,217
-1,627
-3% -$57.7K 0.03% 541
2017
Q1 		$1.93M Sell
54,844
-653
-1% -$22.9K 0.03% 449
2016
Q4 		$1.9M Sell
55,497
-9,333
-14% -$306K 0.04% 455
2016
Q3 		$2.07M Sell
64,830
-8,586
-12% -$272K 0.04% 420
2016
Q2 		$2.23M Sell
73,416
-7,653
-9% -$232K 0.05% 358
2016
Q1 		$2.44M Sell
81,069
-14,049
-15% -$391K 0.06% 312
2015
Q4 		$2.76M Sell
95,118
-1,122
-1% -$33.6K 0.07% 275
2015
Q3 		$2.76M Sell
96,240
-2,661
-3% -$81.2K 0.08% 242
2015
Q2 		$3.13M Sell
98,901
-11,700
-11% -$377K 0.09% 228
2015
Q1 		$3.56M Buy
110,601
+3,648
+3% +$114K 0.1% 204
2014
Q4 		$3.3M Buy
106,953
+2,811
+3% +$84.3K 0.1% 189
2014
Q3 		$3.04M Buy
104,142
+7,575
+8% +$229K 0.09% 219
2014
Q2 		$2.98M Buy
96,567
+18,918
+24% +$561K 0.1% 189
2014
Q1 		$2.3M Buy
77,649
+42,348
+120% +$1.22M 0.09% 225
2013
Q4 		$1.02M Buy
35,301
+7,071
+25% +$195K 0.04% 391
2013
Q3 		$741K Buy
28,230
+12,192
+76% +$312K 0.03% 466
2013
Q2 		$385K Buy
+16,038
New +$381K 0.02% 651

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
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
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Cambridge Investment Research Advisors's EZM Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 2.5% in Q2 2026, selling an estimated $146K and leaving 78,199 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #893.

Cambridge Investment Research Advisors first reported a position in EZM in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.1M in Q4 2021. 58 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Cambridge Investment Research Advisors held 78,199 shares of WisdomTree US MidCap Fund worth $5.93M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2,012 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $146K.
  • WisdomTree US MidCap Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #893 holding.
  • Cambridge Investment Research Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's WisdomTree US MidCap Fund position peaked at $10.1M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.