Carson Wealth (CWM LLC)
EZM icon

Carson Wealth (CWM LLC)’s WisdomTree US MidCap Fund EZM Stock Holding History

Carson Wealth (CWM LLC)’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 		$161K Buy
2,388
+5
+0.2% +$346 ﹤0.01% 2911
2025
Q4 		$159K Sell
2,383
-502
-17% -$33.2K ﹤0.01% 2745
2025
Q3 		$190K Buy
2,885
+7
+0.2% +$452 ﹤0.01% 2489
2025
Q2 		$178K Buy
2,878
+7
+0.2% +$412 ﹤0.01% 2275
2025
Q1 		$171K Buy
2,871
+5
+0.2% +$312 ﹤0.01% 2035
2024
Q4 		$179K Buy
2,866
+2,356
+462% +$151K ﹤0.01% 1896
2024
Q3 		$32K Hold
510
– – ﹤0.01% 3047
2024
Q2 		$29K Hold
510
– – ﹤0.01% 2858
2024
Q1 		$31K Hold
510
– – ﹤0.01% 2620
2023
Q4 		$29K Hold
510
– – ﹤0.01% 2533
2023
Q3 		$26K Hold
510
– – ﹤0.01% 2500
2023
Q2 		$27K Buy
510
+210
+70% +$10.4K ﹤0.01% 2431
2023
Q1 		$15K Hold
300
– – ﹤0.01% 2685
2022
Q4 		$15K Hold
300
– – ﹤0.01% 2552
2022
Q3 		$13K Hold
300
– – ﹤0.01% 2507
2022
Q2 		$14K Hold
300
– – ﹤0.01% 2356
2022
Q1 		$16K Sell
300
-180
-38% -$9.77K ﹤0.01% 2216
2021
Q4 		$27K Buy
+480
New +$26.4K ﹤0.01% 1827
2019
Q1 		– Sell
-15,786
Closed -$541K – 3031
2018
Q4 		$541K Sell
15,786
-2,715
-15% -$102K 0.01% 445
2018
Q3 		$765K Buy
18,501
+18,354
+12,486% +$762K 0.02% 343
2018
Q2 		$6K Buy
+147
New +$5.83K ﹤0.01% 1143

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s EZM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree US MidCap Fund (EZM) stake by 0.21% in Q1 2026, buying an estimated $346 and bringing the position to 2,388 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2911.

Carson Wealth (CWM LLC) first reported a position in EZM in Q2 2018 and has held it in 21 quarters since. The position peaked at $765K in Q3 2018. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,388 shares of WisdomTree US MidCap Fund worth $161K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $346.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2911 holding.
  • Carson Wealth (CWM LLC) first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 21 quarters since.
  • Carson Wealth (CWM LLC)'s WisdomTree US MidCap Fund position peaked at $765K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.