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Gill Capital Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Gill Capital Partners’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 		– Sell
-150
Closed -$11.4K – 300
2026
Q2 		$11.4K Hold
150
– – ﹤0.01% 441
2026
Q1 		$10.1K Buy
+150
New +$10.4K ﹤0.01% 445

Other funds holding EZM

Davenport & Co
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
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
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

Gill Capital Partners's EZM Position: Q3 2026 in Review

Gill Capital Partners sold out of WisdomTree US MidCap Fund (EZM) in Q3 2026, closing a stake of 150 shares — an estimated $11.4K sold.

Gill Capital Partners first reported a position in EZM in Q1 2026 and held it in 2 quarters. The position peaked at $11.4K in Q2 2026. 18 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Gill Capital Partners reported no remaining WisdomTree US MidCap Fund position as of Q3 2026 after selling out during the quarter.
  • Gill Capital Partners sold 150 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $11.4K.
  • Gill Capital Partners first reported a position in WisdomTree US MidCap Fund in Q1 2026 and held it in 2 quarters.
  • Gill Capital Partners's WisdomTree US MidCap Fund position peaked at $11.4K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Gill Capital Partners's 13F filing for Q3 2026, filed 13 Oct 2026.