CF
EZM icon

Centaurus Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Centaurus Financial’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 		$103K Buy
1,527
+13
+0.9% +$899 ﹤0.01% 1028
2025
Q4 		$101K Buy
+1,514
New +$100K ﹤0.01% 1028
2022
Q2 		– Sell
-2,524
Closed -$138K – 851
2022
Q1 		$138K Buy
2,524
+7
+0.3% +$380 0.01% 770
2021
Q4 		$142K Buy
2,517
+6
+0.2% +$330 0.01% 777
2021
Q3 		$131K Buy
2,511
+14
+0.6% +$737 0.01% 777
2021
Q2 		$131K Buy
2,497
+7
+0.3% +$371 0.01% 783
2021
Q1 		$127K Sell
2,490
-28
-1% -$1.34K 0.01% 727
2020
Q4 		$109K Sell
2,518
-2,404
-49% -$95.5K 0.01% 733
2020
Q3 		$168K Sell
4,922
-13,702
-74% -$471K 0.02% 489
2020
Q2 		$607K Sell
18,624
-45,060
-71% -$1.37M 0.09% 247
2020
Q1 		$1.68M Buy
63,684
+5,897
+10% +$218K 0.34% 81
2019
Q4 		$2.43M Sell
57,787
-1,771
-3% -$72.1K 0.34% 67
2019
Q3 		$2.35M Buy
59,558
+2,571
+5% +$101K 0.37% 75
2019
Q2 		$2.28M Buy
56,987
+54,849
+2,565% +$2.18M 0.36% 71
2019
Q1 		$54.3K Buy
2,138
+472
+28% +$18.2K 0.32% 66
2018
Q4 		$49 Buy
1,666
+1,606
+2,677% +$60.4K 0.35% 61
2018
Q3 		$2.49K Sell
60
-56,715
-100% -$2.36M 0.45% 55
2018
Q2 		$2.28M Buy
56,775
+12,777
+29% +$507K 0.32% 73
2018
Q1 		$1.7M Buy
43,998
+33,546
+321% +$1.33M 0.4% 68
2017
Q4 		$415K Buy
+10,452
New +$401K 0.11% 206

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

Centaurus Financial's EZM Position: Q1 2026 in Review

Centaurus Financial increased its WisdomTree US MidCap Fund (EZM) stake by 0.86% in Q1 2026, buying an estimated $899 and bringing the position to 1,527 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1028.

Centaurus Financial first reported a position in EZM in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.43M in Q4 2019. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Centaurus Financial held 1,527 shares of WisdomTree US MidCap Fund worth $103K as of Q1 2026.
  • Centaurus Financial bought 13 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $899.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Centaurus Financial's portfolio in Q1 2026, its #1028 holding.
  • Centaurus Financial first reported a position in WisdomTree US MidCap Fund in Q4 2017 and has held it in 20 quarters since.
  • Centaurus Financial's WisdomTree US MidCap Fund position peaked at $2.43M in Q4 2019.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.