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Dana Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Dana Investment 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 		$367K Sell
5,458
-222
-4% -$15.3K 0.01% 493
2025
Q4 		$379K Sell
5,680
-596
-9% -$39.4K 0.01% 492
2025
Q3 		$414K Sell
6,276
-186
-3% -$12K 0.01% 479
2025
Q2 		$399K Buy
6,462
+3,052
+90% +$180K 0.01% 477
2025
Q1 		$203K Hold
3,410
– – 0.01% 531
2024
Q4 		$213K Hold
3,410
– – 0.01% 529
2024
Q3 		$213K Buy
+3,410
New +$204K 0.01% 521
2024
Q2 		– Sell
-3,516
Closed -$215K – 528
2024
Q1 		$215K Hold
3,516
– – 0.01% 512
2023
Q4 		$202K Buy
+3,516
New +$182K 0.01% 413
2022
Q2 		– Sell
-3,742
Closed -$205K – 422
2022
Q1 		$205K Hold
3,742
– – 0.01% 334
2021
Q4 		$211K Buy
+3,742
New +$206K 0.01% 321
2020
Q1 		– Sell
-4,826
Closed -$203K – 286
2019
Q4 		$203K Buy
+4,826
New +$196K 0.01% 282
2018
Q4 		– Sell
-4,979
Closed -$206K – 275
2018
Q3 		$206K Hold
4,979
– – 0.01% 265
2018
Q2 		$200K Buy
+4,979
New +$198K 0.01% 266

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
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
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Dana Investment Advisors's EZM Position: Q1 2026 in Review

Dana Investment Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 3.9% in Q1 2026, selling an estimated $15.3K and leaving 5,458 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #493.

Dana Investment Advisors first reported a position in EZM in Q2 2018 and has held it in 14 quarters since. The position peaked at $414K in Q3 2025. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Dana Investment Advisors held 5,458 shares of WisdomTree US MidCap Fund worth $367K as of Q1 2026.
  • Dana Investment Advisors sold 222 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $15.3K.
  • WisdomTree US MidCap Fund made up 0.01% of Dana Investment Advisors's portfolio in Q1 2026, its #493 holding.
  • Dana Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 14 quarters since.
  • Dana Investment Advisors's WisdomTree US MidCap Fund position peaked at $414K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.