GIA
EZM icon

GHP Investment Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

GHP Investment 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 		$2.91M Sell
38,393
-188
-0.5% -$13.6K 0.11% 208
2026
Q1 		$2.59M Sell
38,581
-460
-1% -$31.8K 0.11% 210
2025
Q4 		$2.61M Sell
39,041
-311
-0.8% -$20.5K 0.11% 201
2025
Q3 		$2.59M Sell
39,352
-785
-2% -$50.7K 0.11% 200
2025
Q2 		$2.48M Sell
40,137
-637
-2% -$37.5K 0.11% 202
2025
Q1 		$2.43M Sell
40,774
-1,879
-4% -$117K 0.12% 206
2024
Q4 		$2.67M Sell
42,653
-1,186
-3% -$76K 0.12% 204
2024
Q3 		$2.73M Sell
43,839
-31
-0.1% -$1.86K 0.13% 206
2024
Q2 		$2.54M Sell
43,870
-866
-2% -$50.7K 0.13% 203
2024
Q1 		$2.73M Sell
44,736
-740
-2% -$42.5K 0.14% 205
2023
Q4 		$2.61M Sell
45,476
-1,516
-3% -$78.4K 0.14% 196
2023
Q3 		$2.31M Sell
46,992
-997
-2% -$53.1K 0.14% 201
2023
Q2 		$2.6M Sell
47,989
-5,425
-10% -$269K 0.15% 197
2023
Q1 		$2.66M Sell
53,414
-2,377
-4% -$123K 0.17% 181
2022
Q4 		$2.71M Sell
55,791
-4,901
-8% -$239K 0.18% 178
2022
Q3 		$2.67M Sell
60,692
-238
-0.4% -$11.6K 0.2% 166
2022
Q2 		$2.8M Sell
60,930
-2,427
-4% -$123K 0.21% 164
2022
Q1 		$3.46M Sell
63,357
-204
-0.3% -$11.1K 0.23% 150
2021
Q4 		$3.58M Sell
63,561
-956
-1% -$52.6K 0.25% 134
2021
Q3 		$3.36M Sell
64,517
-1,488
-2% -$78.3K 0.27% 127
2021
Q2 		$3.46M Sell
66,005
-1,511
-2% -$80K 0.28% 126
2021
Q1 		$3.44M Sell
67,516
-52
-0.1% -$2.5K 0.3% 121
2020
Q4 		$2.94M Buy
67,568
+7,213
+12% +$286K 0.28% 122
2020
Q3 		$2.06M Buy
60,355
+3,634
+6% +$125K 0.23% 134
2020
Q2 		$1.85M Buy
56,721
+6,757
+14% +$206K 0.23% 141
2020
Q1 		$1.32M Buy
49,964
+7,690
+18% +$284K 0.2% 145
2019
Q4 		$1.78M Sell
42,274
-264
-0.6% -$10.7K 0.19% 151
2019
Q3 		$1.68M Buy
42,538
+1,563
+4% +$61.2K 0.21% 145
2019
Q2 		$1.64M Sell
40,975
-297
-0.7% -$11.8K 0.2% 148
2019
Q1 		$1.62M Buy
41,272
+29,155
+241% +$1.13M 0.21% 145
2018
Q4 		$415K Buy
+12,117
New +$456K 0.06% 228

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

GHP Investment Advisors's EZM Position: Q2 2026 in Review

GHP Investment Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 0.49% in Q2 2026, selling an estimated $13.6K and leaving 38,393 shares worth $2.91M. The position accounts for 0.11% of the portfolio, ranked #208.

GHP Investment Advisors first reported a position in EZM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.58M in Q4 2021. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • GHP Investment Advisors held 38,393 shares of WisdomTree US MidCap Fund worth $2.91M as of Q2 2026.
  • GHP Investment Advisors sold 188 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $13.6K.
  • WisdomTree US MidCap Fund made up 0.11% of GHP Investment Advisors's portfolio in Q2 2026, its #208 holding.
  • GHP Investment Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2018 and has held it in 31 quarters since.
  • GHP Investment Advisors's WisdomTree US MidCap Fund position peaked at $3.58M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.