CPC
EZM icon

Consolidated Planning Corp’s WisdomTree US MidCap Fund EZM Stock Holding History

Consolidated Planning Corp’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 		$20.3M Buy
267,688
+5,379
+2% +$390K 2.74% 10
2026
Q1 		$17.6M Buy
262,309
+6,843
+3% +$473K 2.86% 9
2025
Q4 		$17.1M Buy
255,466
+55,633
+28% +$3.67M 1.72% 15
2025
Q3 		$13.2M Buy
199,833
+5,226
+3% +$338K 1.39% 16
2025
Q2 		$12M Buy
194,607
+11,485
+6% +$676K 1.51% 14
2025
Q1 		$10.9M Buy
183,122
+6,017
+3% +$376K 1.5% 15
2024
Q4 		$11.1M Buy
177,105
+15,488
+10% +$992K 1.51% 16
2024
Q3 		$10.1M Buy
161,617
+8,923
+6% +$535K 1.5% 16
2024
Q2 		$8.82M Buy
152,694
+2,826
+2% +$165K 1.46% 17
2024
Q1 		$9.14M Buy
149,868
+5,074
+4% +$291K 1.56% 16
2023
Q4 		$8.31M Buy
144,794
+7,737
+6% +$400K 1.55% 16
2023
Q3 		$6.95M Buy
137,057
+8,463
+7% +$451K 1.54% 17
2023
Q2 		$6.81M Buy
128,594
+17,705
+16% +$879K 1.43% 16
2023
Q1 		$5.52M Sell
110,889
-1,553
-1% -$80.1K 1.43% 15
2022
Q4 		$5.47M Buy
112,442
+1,224
+1% +$59.6K 1.51% 17
2022
Q3 		$4.89M Buy
111,218
+163
+0.1% +$7.93K 1.53% 17
2022
Q2 		$5.11M Buy
111,055
+4,285
+4% +$217K 1.6% 15
2022
Q1 		$5.84M Buy
106,770
+1,558
+1% +$84.5K 4.05% 4
2021
Q4 		$5.92M Buy
105,212
+4,297
+4% +$236K 3.82% 4
2021
Q3 		$5.25M Buy
100,915
+7,627
+8% +$401K 3.41% 4
2021
Q2 		$4.89M Buy
93,288
+1,682
+2% +$89.1K 3.62% 5
2021
Q1 		$4.67M Buy
91,606
+622
+0.7% +$29.8K 2.98% 6
2020
Q4 		$3.95M Buy
90,984
+3,123
+4% +$124K 2.58% 9
2020
Q3 		$3M Buy
87,861
+221
+0.3% +$7.6K 2.24% 8
2020
Q2 		$2.85M Sell
87,640
-12,923
-13% -$394K 2.8% 7
2020
Q1 		$2.66M Sell
100,563
-20,499
-17% -$758K 3.33% 6
2019
Q4 		$5.1M Buy
+121,062
New +$4.93M 5.04% 4

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
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Consolidated Planning Corp's EZM Position: Q2 2026 in Review

Consolidated Planning Corp increased its WisdomTree US MidCap Fund (EZM) stake by 2.1% in Q2 2026, buying an estimated $390K and bringing the position to 267,688 shares worth $20.3M. The position accounts for 2.74% of the portfolio, ranked #10.

Consolidated Planning Corp first reported a position in EZM in Q4 2019 and has held it in 27 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Consolidated Planning Corp held 267,688 shares of WisdomTree US MidCap Fund worth $20.3M as of Q2 2026.
  • Consolidated Planning Corp bought 5,379 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $390K.
  • WisdomTree US MidCap Fund made up 2.74% of Consolidated Planning Corp's portfolio in Q2 2026, its #10 holding.
  • Consolidated Planning Corp first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 27 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Consolidated Planning Corp's 13F filing for Q2 2026, filed 24 Jul 2026.