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 Q2	$416K	Buy	5,484 +26	+0.5%	+$1.88K	0.01%	495
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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Dana Investment Advisors's EZM Position: Q2 2026 in Review

Dana Investment Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 0.48% in Q2 2026, buying an estimated $1.88K and bringing the position to 5,484 shares worth $416K. The position accounts for 0.01% of the portfolio, ranked #495.

Dana Investment Advisors first reported a position in EZM in Q2 2018 and has held it in 15 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Dana Investment Advisors held 5,484 shares of WisdomTree US MidCap Fund worth $416K as of Q2 2026.
Dana Investment Advisors bought 26 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.88K.
WisdomTree US MidCap Fund made up 0.01% of Dana Investment Advisors's portfolio in Q2 2026, its #495 holding.
Dana Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 15 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.