David Shaw’s WisdomTree US MidCap Fund EZM Stock Holding History

David Shaw’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	$318K	Hold	4,191	–	–	﹤0.01%	4388
2026 Q1	$282K	Hold	4,191	–	–	﹤0.01%	4101
2025 Q4	$280K	Hold	4,191	–	–	﹤0.01%	4186
2025 Q3	$276K	Hold	4,191	–	–	﹤0.01%	4149
2025 Q2	$259K	Hold	4,191	–	–	﹤0.01%	3948
2025 Q1	$250K	Hold	4,191	–	–	﹤0.01%	3840
2024 Q4	$262K	Hold	4,191	–	–	﹤0.01%	3960
2024 Q3	$261K	Hold	4,191	–	–	﹤0.01%	4044
2024 Q2	$242K	Buy	+4,191	New	+$245K	﹤0.01%	3999

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

David Shaw's EZM Position: Q2 2026 in Review

David Shaw held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 4,191 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #4388.

David Shaw first reported a position in EZM in Q2 2024 and has held it in 9 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

David Shaw held 4,191 shares of WisdomTree US MidCap Fund worth $318K as of Q2 2026.
David Shaw left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of David Shaw's portfolio in Q2 2026, its #4388 holding.
David Shaw first reported a position in WisdomTree US MidCap Fund in Q2 2024 and has held it in 9 quarters since.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.