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Fulton Bank’s WisdomTree US MidCap Fund EZM Stock Holding History

Fulton Bank’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 		$337K Hold
4,698
– – 0.01% 556
2026
Q2 		$356K Hold
4,698
– – 0.01% 558
2026
Q1 		$316K Hold
4,698
– – 0.01% 554
2025
Q4 		$314K Buy
+4,698
New +$310K 0.01% 547
2018
Q3 		– Sell
-7,380
Closed -$296K – 458
2018
Q2 		$296K Buy
+7,380
New +$293K 0.02% 370

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return

Fulton Bank's EZM Position: Q3 2026 in Review

Fulton Bank held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 4,698 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #556.

Fulton Bank first reported a position in EZM in Q2 2018 and has held it in 5 quarters since. The position peaked at $356K in Q2 2026. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Fulton Bank held 4,698 shares of WisdomTree US MidCap Fund worth $337K as of Q3 2026.
  • Fulton Bank left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Fund made up 0.01% of Fulton Bank's portfolio in Q3 2026, its #556 holding.
  • Fulton Bank first reported a position in WisdomTree US MidCap Fund in Q2 2018 and has held it in 5 quarters since.
  • Fulton Bank's WisdomTree US MidCap Fund position peaked at $356K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Fulton Bank's 13F filing for Q3 2026, filed 14 Oct 2026.