Colonial River Investments’s WisdomTree US MidCap Fund EZM Stock Holding History

Colonial River Investments’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	$310K	Sell	4,091 -469	-10%	-$34K	0.09%	196
2026 Q1	$307K	Buy	+4,560	New	+$315K	0.11%	177

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Colonial River Investments's EZM Position: Q2 2026 in Review

Colonial River Investments reduced its WisdomTree US MidCap Fund (EZM) stake by 10% in Q2 2026, selling an estimated $34K and leaving 4,091 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #196.

Colonial River Investments 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.

Colonial River Investments held 4,091 shares of WisdomTree US MidCap Fund worth $310K as of Q2 2026.
Colonial River Investments sold 469 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $34K.
WisdomTree US MidCap Fund made up 0.09% of Colonial River Investments's portfolio in Q2 2026, its #196 holding.
Colonial River Investments 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 Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.