CWM
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Cornerstone Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Cornerstone Wealth Management’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 		$405K Sell
5,346
-89
-2% -$6.45K 0.02% 540
2026
Q1 		$365K Sell
5,435
-316
-5% -$21.8K 0.02% 525
2025
Q4 		$384K Buy
5,751
+18
+0.3% +$1.19K 0.02% 488
2025
Q3 		$378K Buy
5,733
+16
+0.3% +$1.03K 0.02% 482
2025
Q2 		$353K Buy
5,717
+1,145
+25% +$67.4K 0.02% 471
2025
Q1 		$272K Sell
4,572
-117
-2% -$7.31K 0.02% 499
2024
Q4 		$293K Sell
4,689
-194
-4% -$12.4K 0.02% 474
2024
Q3 		$304K Sell
4,883
-24
-0.5% -$1.44K 0.02% 457
2024
Q2 		$284K Buy
4,907
+2
+0% +$117 0.02% 448
2024
Q1 		$299K Buy
4,905
+2
+0% +$115 0.02% 430
2023
Q4 		$281K Buy
4,903
+2
+0% +$103 0.02% 423
2023
Q3 		$249K Buy
4,901
+3
+0.1% +$160 0.02% 457
2023
Q2 		$259K Buy
4,898
+2
+0% +$99 0.02% 431
2023
Q1 		$244K Buy
+4,896
New +$253K 0.02% 411
2022
Q3 		$225K Buy
5,114
+3
+0.1% +$146 0.03% 403
2022
Q2 		$235K Sell
5,111
-48
-0.9% -$2.43K 0.03% 394
2022
Q1 		$282K Sell
5,159
-159
-3% -$8.63K 0.03% 378
2021
Q4 		$302K Sell
5,318
-317
-6% -$17.4K 0.03% 388
2021
Q3 		$293K Sell
5,635
-296
-5% -$15.6K 0.03% 353
2021
Q2 		$311K Buy
5,931
+164
+3% +$8.69K 0.03% 356
2021
Q1 		$294K Sell
5,767
-50
-0.9% -$2.4K 0.03% 353
2020
Q4 		$253K Buy
+5,817
New +$231K 0.03% 359
2020
Q1 		– Sell
-5,077
Closed -$214K – 354
2019
Q4 		$214K Buy
+5,077
New +$207K 0.03% 323
2019
Q2 		– Sell
-3,819
Closed -$649K – 403
2019
Q1 		$649K Buy
+3,819
New +$148K 0.08% 243

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

Cornerstone Wealth Management's EZM Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its WisdomTree US MidCap Fund (EZM) stake by 1.6% in Q2 2026, selling an estimated $6.45K and leaving 5,346 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #540.

Cornerstone Wealth Management first reported a position in EZM in Q1 2019 and has held it in 24 quarters since. The position peaked at $649K in Q1 2019. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Cornerstone Wealth Management held 5,346 shares of WisdomTree US MidCap Fund worth $405K as of Q2 2026.
  • Cornerstone Wealth Management sold 89 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $6.45K.
  • WisdomTree US MidCap Fund made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #540 holding.
  • Cornerstone Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2019 and has held it in 24 quarters since.
  • Cornerstone Wealth Management's WisdomTree US MidCap Fund position peaked at $649K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.