Continuum Advisory’s WisdomTree US MidCap Fund EZM Stock Holding History

Continuum Advisory’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	$34.5K	Buy	+455	New	+$33K	﹤0.01%	891
2025 Q2	–	Sell	-455	Closed	-$27.1K	–	777
2025 Q1	$27.1K	Hold	455	–	–	﹤0.01%	798
2024 Q4	$28.4K	Hold	455	–	–	﹤0.01%	773
2024 Q3	$29.6K	Hold	455	–	–	﹤0.01%	754
2024 Q2	$26.3K	Hold	455	–	–	﹤0.01%	744
2024 Q1	$27.1K	Buy	+455	New	+$26.1K	﹤0.01%	724
2020 Q1	–	Sell	-56,060	Closed	-$2.36M	–	146
2019 Q4	$2.36M	Buy	56,060 +1,735	+3%	+$70.6K	1.37%	20
2019 Q3	$2.1M	Buy	54,325 +5,317	+11%	+$208K	1.41%	21
2019 Q2	$1.97M	Sell	49,008 -2,588	-5%	-$103K	1.35%	23
2019 Q1	$2.06M	Buy	51,596 +30,767	+148%	+$1.19M	1.54%	18
2018 Q4	$714K	Buy	+20,829	New	+$783K	0.52%	53

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

Continuum Advisory's EZM Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 455 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in EZM as recently as Q1 2025.

Continuum Advisory first reported a position in EZM in Q4 2018 and has held it in 11 quarters since. The position peaked at $2.36M in Q4 2019. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Continuum Advisory held 455 shares of WisdomTree US MidCap Fund worth $34.5K as of Q2 2026.
WisdomTree US MidCap Fund was a new Continuum Advisory position in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #891 holding.
Continuum Advisory first reported a position in WisdomTree US MidCap Fund in Q4 2018 and has held it in 11 quarters since.
Continuum Advisory's WisdomTree US MidCap Fund position peaked at $2.36M in Q4 2019.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.