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CVA Family Office’s WisdomTree US MidCap Fund EZM Stock Holding History

CVA Family Office’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 		$524K Sell
6,912
-399
-5% -$28.9K 0.05% 195
2026
Q1 		$491K Buy
7,311
+1
+0% +$69 0.05% 185
2025
Q4 		$488K Buy
7,310
+1
+0% +$66 0.06% 174
2025
Q3 		$482K Buy
7,309
+40
+0.6% +$2.58K 0.06% 173
2025
Q2 		$449K Buy
7,269
+1
+0% +$59 0.06% 182
2025
Q1 		$433K Buy
7,268
+32
+0.4% +$2K 0.07% 180
2024
Q4 		$452K Buy
7,236
+1
+0% +$64 0.07% 170
2024
Q3 		$451K Sell
7,235
-850
-11% -$51K 0.07% 162
2024
Q2 		$467K Buy
8,085
+43
+0.5% +$2.52K 0.08% 143
2024
Q1 		$491K Sell
8,042
-1,484
-16% -$85.2K 0.09% 147
2023
Q4 		$547K Hold
9,526
– – 0.11% 122
2023
Q3 		$483K Hold
9,526
– – 0.11% 128
2023
Q2 		$504K Hold
9,526
– – 0.11% 124
2023
Q1 		$474K Hold
9,526
– – 0.11% 125
2022
Q4 		$463K Buy
9,526
+1,485
+18% +$72.3K 0.11% 120
2022
Q3 		$354K Buy
8,041
+2,080
+35% +$101K 0.1% 126
2022
Q2 		$274K Buy
5,961
+99
+2% +$5.02K 0.07% 137
2022
Q1 		$321K Buy
5,862
+2,945
+101% +$160K 0.08% 133
2021
Q4 		$164K Buy
2,917
+1,490
+104% +$81.9K 0.04% 183
2021
Q3 		$49K Sell
1,427
-935
-40% -$49.2K 0.04% 182
2021
Q2 		$124K Buy
2,362
+935
+66% +$49.5K 0.04% 210
2021
Q1 		$73K Hold
1,427
– – 0.03% 225
2020
Q4 		$62K Hold
1,427
– – 0.04% 169
2020
Q3 		$49K Sell
1,427
-266
-16% -$9.15K 0.04% 182
2020
Q2 		$55K Hold
1,693
– – 0.05% 156
2020
Q1 		$45K Buy
+1,693
New +$62.6K 0.05% 151

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

CVA Family Office's EZM Position: Q2 2026 in Review

CVA Family Office reduced its WisdomTree US MidCap Fund (EZM) stake by 5.5% in Q2 2026, selling an estimated $28.9K and leaving 6,912 shares worth $524K. The position accounts for 0.05% of the portfolio, ranked #195.

CVA Family Office first reported a position in EZM in Q1 2020 and has held it in 26 quarters since. The position peaked at $547K in Q4 2023. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • CVA Family Office held 6,912 shares of WisdomTree US MidCap Fund worth $524K as of Q2 2026.
  • CVA Family Office sold 399 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $28.9K.
  • WisdomTree US MidCap Fund made up 0.05% of CVA Family Office's portfolio in Q2 2026, its #195 holding.
  • CVA Family Office first reported a position in WisdomTree US MidCap Fund in Q1 2020 and has held it in 26 quarters since.
  • CVA Family Office's WisdomTree US MidCap Fund position peaked at $547K in Q4 2023.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.