CCA
EZM icon

Clearwater Capital Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Clearwater Capital 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
Q2 		$14.6M Buy
192,023
+360
+0.2% +$26.1K 1.07% 23
2026
Q1 		$12.9M Buy
191,663
+7,268
+4% +$503K 1.04% 23
2025
Q4 		$12.3M Buy
184,395
+4,406
+2% +$291K 1.03% 27
2025
Q3 		$11.9M Buy
179,989
+1,145
+0.6% +$74K 1.01% 28
2025
Q2 		$11M Buy
178,844
+7,103
+4% +$418K 1.01% 28
2025
Q1 		$10.2M Buy
171,741
+5,032
+3% +$314K 0.99% 26
2024
Q4 		$10.4M Buy
166,709
+8,315
+5% +$533K 1.02% 26
2024
Q3 		$9.87M Buy
158,394
+4,435
+3% +$266K 0.96% 27
2024
Q2 		$8.9M Sell
153,959
-336
-0.2% -$19.7K 0.94% 26
2024
Q1 		$9.42M Buy
154,295
+821
+0.5% +$47.2K 1% 26
2023
Q4 		$8.81M Buy
153,474
+5,691
+4% +$294K 0.99% 27
2023
Q3 		$7.5M Sell
147,783
-386
-0.3% -$20.6K 0.92% 26
2023
Q2 		$7.84M Sell
148,169
-56
-0% -$2.78K 0.93% 28
2023
Q1 		$7.37M Sell
148,225
-7,063
-5% -$364K 0.9% 27
2022
Q4 		$7.55M Buy
155,288
+1,772
+1% +$86.3K 0.98% 29
2022
Q3 		$6.75M Buy
153,516
+8,461
+6% +$412K 0.93% 32
2022
Q2 		$6.67M Sell
145,055
-7,375
-5% -$374K 0.91% 31
2022
Q1 		$8.34M Buy
152,430
+1,940
+1% +$105K 0.96% 29
2021
Q4 		$8.47M Buy
150,490
+1,580
+1% +$86.9K 0.93% 34
2021
Q3 		$7.75M Buy
148,910
+5,562
+4% +$293K 0.9% 37
2021
Q2 		$7.51M Buy
143,348
+3,728
+3% +$197K 0.87% 36
2021
Q1 		$7.11M Sell
139,620
-9,956
-7% -$478K 0.89% 32
2020
Q4 		$6.5M Buy
149,576
+5,900
+4% +$234K 0.86% 30
2020
Q3 		$4.91M Buy
143,676
+1,526
+1% +$52.5K 0.77% 31
2020
Q2 		$4.63M Buy
142,150
+7,902
+6% +$241K 0.77% 31
2020
Q1 		$3.55M Buy
134,248
+20,588
+18% +$762K 0.77% 27
2019
Q4 		$4.78M Sell
113,660
-3,638
-3% -$148K 0.8% 31
2019
Q3 		$4.63M Buy
117,298
+862
+0.7% +$33.8K 0.82% 33
2019
Q2 		$4.66M Buy
116,436
+12,733
+12% +$505K 0.85% 32
2019
Q1 		$4.08M Buy
103,703
+6,566
+7% +$254K 0.76% 36
2018
Q4 		$3.33M Buy
97,137
+13,255
+16% +$498K 0.73% 40
2018
Q3 		$3.47M Buy
83,882
+6,941
+9% +$288K 0.68% 47
2018
Q2 		$3.09M Buy
76,941
+6,307
+9% +$250K 0.63% 51
2018
Q1 		$2.73M Sell
70,634
-390
-0.5% -$15.5K 0.56% 53
2017
Q4 		$2.82M Buy
71,024
+3,621
+5% +$139K 0.62% 51
2017
Q3 		$2.52M Buy
67,403
+4,508
+7% +$162K 0.59% 52
2017
Q2 		$2.25M Buy
62,895
+2,987
+5% +$106K 0.57% 54
2017
Q1 		$2.07M Buy
59,908
+5,059
+9% +$177K 0.57% 51
2016
Q4 		$1.89M Buy
54,849
+3,828
+8% +$126K 0.66% 46
2016
Q3 		$1.61M Buy
51,021
+444
+0.9% +$14K 0.56% 50
2016
Q2 		$1.52M Buy
+50,577
New +$1.53M 0.56% 49

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

Clearwater Capital Advisors's EZM Position: Q2 2026 in Review

Clearwater Capital Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 0.19% in Q2 2026, buying an estimated $26.1K and bringing the position to 192,023 shares worth $14.6M. The position accounts for 1.07% of the portfolio, ranked #23.

Clearwater Capital Advisors first reported a position in EZM in Q2 2016 and has held it in 41 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Clearwater Capital Advisors held 192,023 shares of WisdomTree US MidCap Fund worth $14.6M as of Q2 2026.
  • Clearwater Capital Advisors bought 360 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $26.1K.
  • WisdomTree US MidCap Fund made up 1.07% of Clearwater Capital Advisors's portfolio in Q2 2026, its #23 holding.
  • Clearwater Capital Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2016 and has held it in 41 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Clearwater Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.