Diversified Trust’s WisdomTree US MidCap Fund EZM Stock Holding History

Diversified Trust’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 Q3	$1.27M	Buy	+17,661	New	+$1.33M	0.03%	369

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return

Diversified Trust's EZM Position: Q3 2026 in Review

Diversified Trust opened a new position in WisdomTree US MidCap Fund (EZM) in Q3 2026: 17,661 shares worth $1.27M. The stake represents 0.03% of the portfolio and ranks #369 among its holdings.

99 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

Diversified Trust held 17,661 shares of WisdomTree US MidCap Fund worth $1.27M as of Q3 2026.
WisdomTree US MidCap Fund was a new Diversified Trust position in Q3 2026.
WisdomTree US MidCap Fund made up 0.03% of Diversified Trust's portfolio in Q3 2026, its #369 holding.
99 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Diversified Trust's 13F filing for Q3 2026, filed 6 Nov 2026.