Glen Eagle Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Glen Eagle 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	$23.2K	Hold	306	–	–	﹤0.01%	575
2026 Q1	$20.6K	Hold	306	–	–	﹤0.01%	562
2025 Q4	$20.4K	Hold	306	–	–	﹤0.01%	576
2025 Q3	$20.2K	Hold	306	–	–	﹤0.01%	575
2025 Q2	$18.9K	Hold	306	–	–	﹤0.01%	560
2025 Q1	$18.2K	Hold	306	–	–	﹤0.01%	555
2024 Q4	$19.1K	Hold	306	–	–	﹤0.01%	556
2024 Q3	$19.1K	Hold	306	–	–	﹤0.01%	565
2024 Q2	$17.7K	Hold	306	–	–	﹤0.01%	555
2024 Q1	$18.7K	Hold	306	–	–	﹤0.01%	556
2023 Q4	$17.6K	Hold	306	–	–	﹤0.01%	550
2023 Q3	$15.5K	Hold	306	–	–	﹤0.01%	556
2023 Q2	$16.2K	Hold	306	–	–	﹤0.01%	564
2023 Q1	$15.2K	Hold	306	–	–	﹤0.01%	551
2022 Q4	$14.9K	Hold	306	–	–	﹤0.01%	538
2022 Q3	$13.5K	Hold	306	–	–	﹤0.01%	547
2022 Q2	$14.1K	Hold	306	–	–	﹤0.01%	564
2022 Q1	$16.7K	Hold	306	–	–	﹤0.01%	540
2021 Q4	$17.2K	Hold	306	–	–	﹤0.01%	529
2021 Q3	$15.9K	Hold	306	–	–	﹤0.01%	597
2021 Q2	$16K	Hold	306	–	–	0.01%	596
2021 Q1	$15.6K	Hold	306	–	–	0.01%	579
2020 Q4	$13.3K	Hold	306	–	–	0.01%	578
2020 Q3	$10.5K	Hold	306	–	–	﹤0.01%	589
2020 Q2	$9.97K	Hold	306	–	–	0.01%	569
2020 Q1	$8.09K	Hold	306	–	–	0.01%	548
2019 Q4	$12.9K	Hold	306	–	–	0.01%	533
2019 Q3	$12.1K	Buy	+306	New	+$12K	0.01%	479

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

Glen Eagle Advisors's EZM Position: Q2 2026 in Review

Glen Eagle Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 306 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Glen Eagle Advisors first reported a position in EZM in Q3 2019 and has held it in 28 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Glen Eagle Advisors held 306 shares of WisdomTree US MidCap Fund worth $23.2K as of Q2 2026.
Glen Eagle Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #575 holding.
Glen Eagle Advisors first reported a position in WisdomTree US MidCap Fund in Q3 2019 and has held it in 28 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.