Corient Private Wealth
EZM icon

Corient Private Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Corient Private Wealth’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 		$2.3M Sell
30,322
-120
-0.4% -$8.69K ﹤0.01% 1311
2026
Q1 		$2.05M Hold
30,442
– – ﹤0.01% 1251
2025
Q4 		$2.03M Buy
30,442
+817
+3% +$54K ﹤0.01% 1144
2025
Q3 		$1.95M Buy
+29,625
New +$1.91M ﹤0.01% 1075

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

Corient Private Wealth's EZM Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree US MidCap Fund (EZM) stake by 0.39% in Q2 2026, selling an estimated $8.69K and leaving 30,322 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Corient Private Wealth first reported a position in EZM in Q3 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Corient Private Wealth held 30,322 shares of WisdomTree US MidCap Fund worth $2.3M as of Q2 2026.
  • Corient Private Wealth sold 120 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $8.69K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1311 holding.
  • Corient Private Wealth first reported a position in WisdomTree US MidCap Fund in Q3 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.