CAPTRUST Financial Advisors
EZM icon

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

CAPTRUST 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 		$201K Hold
2,995
– – ﹤0.01% 2683
2025
Q4 		$200K Buy
+2,995
New +$198K ﹤0.01% 2526
2025
Q2 		– Sell
-3,705
Closed -$221K – 2541
2025
Q1 		$221K Buy
3,705
+475
+15% +$29.7K ﹤0.01% 2116
2024
Q4 		$202K Hold
3,230
– – ﹤0.01% 2137
2024
Q3 		$201K Sell
3,230
-670
-17% -$40.2K ﹤0.01% 2132
2024
Q2 		$225K Buy
3,900
+38
+1% +$2.22K ﹤0.01% 1976
2024
Q1 		$236K Sell
3,862
-553
-13% -$31.8K ﹤0.01% 1916
2023
Q4 		$253K Hold
4,415
– – ﹤0.01% 2222
2023
Q3 		$224K Sell
4,415
-480
-10% -$25.6K ﹤0.01% 2211
2023
Q2 		$259K Hold
4,895
– – ﹤0.01% 2082
2023
Q1 		$243K Buy
4,895
+725
+17% +$37.4K ﹤0.01% 1911
2022
Q4 		$203K Buy
+4,170
New +$203K ﹤0.01% 1938
2022
Q3 		– Sell
-3,983
Closed -$183K – 2703
2022
Q2 		$183K Sell
3,983
-617
-13% -$31.3K ﹤0.01% 1752
2022
Q1 		$252K Sell
4,600
-524
-10% -$28.4K ﹤0.01% 1559
2021
Q4 		$288K Buy
5,124
+1,062
+26% +$58.4K ﹤0.01% 1411
2021
Q3 		$211K Buy
4,062
+225
+6% +$11.8K ﹤0.01% 1521
2021
Q2 		$201K Sell
3,837
-225
-6% -$11.9K ﹤0.01% 1515
2021
Q1 		$207K Buy
4,062
+3,471
+587% +$167K ﹤0.01% 1453
2020
Q4 		$26K Buy
591
+526
+809% +$20.9K ﹤0.01% 2130
2020
Q3 		$2K Sell
65
-525
-89% -$18.1K ﹤0.01% 2758
2020
Q2 		$19K Buy
+590
New +$18K ﹤0.01% 1953
2019
Q4 		– Sell
-1,350
Closed -$53K – 1258
2019
Q3 		$53K Hold
1,350
– – ﹤0.01% 976
2019
Q2 		$54K Sell
1,350
-300
-18% -$11.9K ﹤0.01% 949
2019
Q1 		$65K Sell
1,650
-150
-8% -$5.8K ﹤0.01% 839
2018
Q4 		$62K Sell
1,800
-1,605
-47% -$60.3K ﹤0.01% 717
2018
Q3 		$141K Hold
3,405
– – 0.01% 502
2018
Q2 		$137K Hold
3,405
– – 0.01% 439
2018
Q1 		$128K Hold
3,405
– – 0.01% 400
2017
Q4 		$135K Hold
3,405
– – 0.01% 384
2017
Q3 		$132K Buy
+3,405
New +$123K 0.01% 231

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

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

CAPTRUST Financial Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 2,995 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

CAPTRUST Financial Advisors first reported a position in EZM in Q3 2017 and has held it in 30 quarters since. The position peaked at $288K in Q4 2021. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • CAPTRUST Financial Advisors held 2,995 shares of WisdomTree US MidCap Fund worth $201K as of Q1 2026.
  • CAPTRUST Financial Advisors left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2683 holding.
  • CAPTRUST Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2017 and has held it in 30 quarters since.
  • CAPTRUST Financial Advisors's WisdomTree US MidCap Fund position peaked at $288K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

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