Capital Advisors Ltd’s WisdomTree US MidCap Fund EZM Stock Holding History

Capital Advisors Ltd’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	$93K	Hold	1,232	–	–	0.01%	412
2026 Q1	$83K	Hold	1,232	–	–	0.01%	410
2025 Q4	$82K	Hold	1,232	–	–	0.01%	400
2025 Q3	$81K	Hold	1,232	–	–	0.01%	401
2025 Q2	$76K	Hold	1,232	–	–	0.01%	404
2025 Q1	$73K	Hold	1,232	–	–	0.01%	393
2024 Q4	$77K	Hold	1,232	–	–	0.01%	381
2024 Q3	$77K	Hold	1,232	–	–	0.01%	383
2024 Q2	$71K	Hold	1,232	–	–	0.01%	381
2024 Q1	$75K	Hold	1,232	–	–	0.01%	378
2023 Q4	$71K	Hold	1,232	–	–	0.01%	373
2023 Q3	$63K	Hold	1,232	–	–	0.01%	378
2023 Q2	$65K	Hold	1,232	–	–	0.01%	389
2023 Q1	$61K	Hold	1,232	–	–	0.01%	354
2022 Q4	$60K	Hold	1,232	–	–	0.01%	354
2022 Q3	$54K	Hold	1,232	–	–	0.01%	358
2022 Q2	$57K	Hold	1,232	–	–	0.01%	349
2022 Q1	$67K	Hold	1,232	–	–	0.01%	346
2021 Q4	$69K	Hold	1,232	–	–	0.01%	333
2021 Q3	$64K	Hold	1,232	–	–	0.01%	308
2021 Q2	$65K	Hold	1,232	–	–	0.01%	297
2021 Q1	$63K	Hold	1,232	–	–	0.01%	276
2020 Q4	$54K	Hold	1,232	–	–	0.01%	276
2020 Q3	$42K	Hold	1,232	–	–	0.01%	291
2020 Q2	$40K	Hold	1,232	–	–	0.01%	287
2020 Q1	$33K	Sell	1,232 -560	-31%	-$20.7K	0.01%	285
2019 Q4	$75K	Hold	1,792	–	–	0.02%	235
2019 Q3	$71K	Hold	1,792	–	–	0.02%	233
2019 Q2	$72K	Hold	1,792	–	–	0.02%	248
2019 Q1	$70K	Hold	1,792	–	–	0.02%	258
2018 Q4	$61K	Hold	1,792	–	–	0.02%	266
2018 Q3	$74K	Hold	1,792	–	–	0.02%	261
2018 Q2	$72K	Hold	1,792	–	–	0.02%	207
2018 Q1	$69K	Hold	1,792	–	–	0.02%	203
2017 Q4	$71K	Sell	1,792 -1,000	-36%	-$38.4K	0.02%	197
2017 Q3	$104K	Hold	2,792	–	–	0.04%	164
2017 Q2	$100K	Buy	2,792 +560	+25%	+$19.9K	0.04%	166
2017 Q1	$79K	Hold	2,232	–	–	0.03%	170
2016 Q4	$76K	Hold	2,232	–	–	0.03%	165
2016 Q3	$71K	Hold	2,232	–	–	0.03%	167
2016 Q2	$68K	Hold	2,232	–	–	0.03%	164
2016 Q1	$67K	Hold	2,232	–	–	0.03%	163
2015 Q4	$65K	Hold	2,232	–	–	0.03%	161
2015 Q3	$64K	Hold	2,232	–	–	0.04%	161
2015 Q2	$71K	Buy	2,232 +1,017	+84%	+$32.8K	0.04%	162
2015 Q1	$39K	Hold	1,215	–	–	0.02%	195
2014 Q4	$38K	Buy	+1,215	New	+$36.4K	0.02%	193

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

Capital Advisors Ltd's EZM Position: Q2 2026 in Review

Capital Advisors Ltd held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 1,232 shares worth $93K. The position accounts for 0.01% of the portfolio, ranked #412.

Capital Advisors Ltd first reported a position in EZM in Q4 2014 and has held it in 47 quarters since. The position peaked at $104K in Q3 2017. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Capital Advisors Ltd held 1,232 shares of WisdomTree US MidCap Fund worth $93K as of Q2 2026.
Capital Advisors Ltd left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #412 holding.
Capital Advisors Ltd first reported a position in WisdomTree US MidCap Fund in Q4 2014 and has held it in 47 quarters since.
Capital Advisors Ltd's WisdomTree US MidCap Fund position peaked at $104K in Q3 2017.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.