Crux Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Crux Wealth Advisors’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 Q1	$1.47M	Sell	21,885 -2,592	-11%	-$179K	0.56%	55
2025 Q4	$1.64M	Sell	24,477 -6,080	-20%	-$402K	0.61%	50
2025 Q3	$2.01M	Sell	30,557 -144	-0.5%	-$9.3K	0.8%	36
2025 Q2	$1.9M	Sell	30,701 -10,869	-26%	-$640K	0.81%	37
2025 Q1	$2.48M	Sell	41,570 -517	-1%	-$32.3K	1.29%	21
2024 Q4	$2.63M	Buy	+42,087	New	+$2.7M	1.46%	20

Other funds holding EZM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Crux Wealth Advisors's EZM Position: Q1 2026 in Review

Crux Wealth Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 11% in Q1 2026, selling an estimated $179K and leaving 21,885 shares worth $1.47M. The position accounts for 0.56% of the portfolio, ranked #55.

Crux Wealth Advisors first reported a position in EZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q4 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Crux Wealth Advisors held 21,885 shares of WisdomTree US MidCap Fund worth $1.47M as of Q1 2026.
Crux Wealth Advisors sold 2,592 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $179K.
WisdomTree US MidCap Fund made up 0.56% of Crux Wealth Advisors's portfolio in Q1 2026, its #55 holding.
Crux Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 6 quarters since.
Crux Wealth Advisors's WisdomTree US MidCap Fund position peaked at $2.63M in Q4 2024.
171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Crux Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.