DHJJ Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

DHJJ Financial 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	$180K	Hold	2,370	–	–	0.05%	227
2026 Q1	$159K	Hold	2,370	–	–	0.05%	229
2025 Q4	$158K	Hold	2,370	–	–	0.05%	216
2025 Q3	$156K	Hold	2,370	–	–	0.05%	206
2025 Q2	$146K	Hold	2,370	–	–	0.05%	205
2025 Q1	$141K	Hold	2,370	–	–	0.06%	184
2024 Q4	$148K	Hold	2,370	–	–	0.06%	183
2024 Q3	$148K	Hold	2,370	–	–	0.06%	174
2024 Q2	$137K	Hold	2,370	–	–	0.06%	175
2024 Q1	$145K	Hold	2,370	–	–	0.06%	166
2023 Q4	$136K	Hold	2,370	–	–	0.06%	167
2023 Q3	$120K	Buy	+2,370	New	+$126K	0.06%	167

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

DHJJ Financial Advisors's EZM Position: Q2 2026 in Review

DHJJ Financial Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 2,370 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #227.

DHJJ Financial Advisors first reported a position in EZM in Q3 2023 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

DHJJ Financial Advisors held 2,370 shares of WisdomTree US MidCap Fund worth $180K as of Q2 2026.
DHJJ Financial Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #227 holding.
DHJJ Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 12 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.