CTC
EZM icon

Central Trust Company’s WisdomTree US MidCap Fund EZM Stock Holding History

Central Trust Company’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 		$3.68M Buy
48,505
+5,039
+12% +$365K 0.07% 194
2026
Q1 		$2.92M Buy
43,466
+8,129
+23% +$562K 0.06% 204
2025
Q4 		$2.36M Buy
35,337
+3,629
+11% +$240K 0.05% 226
2025
Q3 		$2.09M Buy
31,708
+2,436
+8% +$157K 0.04% 253
2025
Q2 		$1.81M Buy
29,272
+794
+3% +$46.7K 0.04% 254
2025
Q1 		$1.7M Buy
28,478
+2,509
+10% +$157K 0.04% 254
2024
Q4 		$1.62M Buy
25,969
+3,783
+17% +$242K 0.04% 269
2024
Q3 		$1.38M Buy
22,186
+558
+3% +$33.5K 0.03% 287
2024
Q2 		$1.25M Sell
21,628
-272
-1% -$15.9K 0.03% 291
2024
Q1 		$1.34M Sell
21,900
-2,336
-10% -$134K 0.03% 291
2023
Q4 		$1.39M Sell
24,236
-280
-1% -$14.5K 0.04% 275
2023
Q3 		$1.24M Sell
24,516
-8,687
-26% -$462K 0.04% 275
2023
Q2 		$1.76M Sell
33,203
-62,094
-65% -$3.08M 0.05% 232
2023
Q1 		$4.74M Sell
95,297
-10,346
-10% -$534K 0.14% 131
2022
Q4 		$5.14M Buy
105,643
+4,332
+4% +$211K 0.16% 111
2022
Q3 		$4.46M Buy
101,311
+3,681
+4% +$179K 0.15% 122
2022
Q2 		$4.49M Buy
97,630
+7,283
+8% +$369K 0.15% 120
2022
Q1 		$4.94M Buy
90,347
+6,389
+8% +$347K 0.14% 127
2021
Q4 		$4.72M Buy
83,958
+81,161
+2,902% +$4.46M 0.13% 139
2021
Q3 		$145K Buy
2,797
+2,775
+12,614% +$146K 0.01% 595
2021
Q2 		$1K Buy
+22
New +$1.17K ﹤0.01% 1176

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

Central Trust Company's EZM Position: Q2 2026 in Review

Central Trust Company increased its WisdomTree US MidCap Fund (EZM) stake by 12% in Q2 2026, buying an estimated $365K and bringing the position to 48,505 shares worth $3.68M. The position accounts for 0.07% of the portfolio, ranked #194.

Central Trust Company first reported a position in EZM in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.14M in Q4 2022. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Central Trust Company held 48,505 shares of WisdomTree US MidCap Fund worth $3.68M as of Q2 2026.
  • Central Trust Company bought 5,039 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $365K.
  • WisdomTree US MidCap Fund made up 0.07% of Central Trust Company's portfolio in Q2 2026, its #194 holding.
  • Central Trust Company first reported a position in WisdomTree US MidCap Fund in Q2 2021 and has held it in 21 quarters since.
  • Central Trust Company's WisdomTree US MidCap Fund position peaked at $5.14M in Q4 2022.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.