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Cassaday & Co Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Cassaday & Co Wealth Management’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 		$56.4K Hold
744
– – ﹤0.01% 602
2026
Q1 		$50K Buy
+744
New +$51.4K ﹤0.01% 610

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Cassaday & Co Wealth Management's EZM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 744 shares worth $56.4K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Cassaday & Co Wealth Management first reported a position in EZM in Q1 2026 and has held it in 2 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Cassaday & Co Wealth Management held 744 shares of WisdomTree US MidCap Fund worth $56.4K as of Q2 2026.
  • Cassaday & Co Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #602 holding.
  • Cassaday & Co Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2026 and has held it in 2 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.