Davidson Kahn Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Davidson Kahn Capital Management’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	$6.02M	Sell	79,471 -1,135	-1%	-$82.2K	2.59%	9
2026 Q1	$5.42M	Sell	80,606 -4,185	-5%	-$289K	2.89%	9
2025 Q4	$5.66M	Buy	84,791 +4,813	+6%	+$318K	2.94%	8
2025 Q3	$5.28M	Buy	79,978 +9,004	+13%	+$582K	2.94%	8
2025 Q2	$4.4M	Buy	70,974 +4,088	+6%	+$241K	2.82%	9
2025 Q1	$3.99M	Buy	66,886 +9,989	+18%	+$624K	3.07%	7
2024 Q4	$3.56M	Buy	+56,897	New	+$3.65M	3.28%	8

Other funds holding EZM

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

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

RCP

Roan Capital Partners Johnson City, Tennessee $121M AUM

Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davidson Kahn Capital Management's EZM Position: Q2 2026 in Review

Davidson Kahn Capital Management reduced its WisdomTree US MidCap Fund (EZM) stake by 1.4% in Q2 2026, selling an estimated $82.2K and leaving 79,471 shares worth $6.02M. The position accounts for 2.59% of the portfolio, ranked #9.

Davidson Kahn Capital Management first reported a position in EZM in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Davidson Kahn Capital Management held 79,471 shares of WisdomTree US MidCap Fund worth $6.02M as of Q2 2026.
Davidson Kahn Capital Management sold 1,135 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $82.2K.
WisdomTree US MidCap Fund made up 2.59% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #9 holding.
Davidson Kahn Capital Management first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.