Golden State Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Golden State Wealth Management’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	$79.6K	Hold	1,050	–	–	0.01%	625
2026 Q1	$70.6K	Hold	1,050	–	–	0.01%	595
2025 Q4	$70.1K	Hold	1,050	–	–	0.01%	607
2025 Q3	$69.2K	Hold	1,050	–	–	0.01%	589
2025 Q2	$64.9K	Hold	1,050	–	–	0.01%	587
2025 Q1	$62.6K	Hold	1,050	–	–	0.01%	547
2024 Q4	$65.6K	Buy	+1,050	New	+$67.3K	0.01%	526
2020 Q4	–	Sell	-1,050	Closed	-$36K	–	289
2020 Q3	$36K	Buy	+1,050	New	+$36.1K	0.01%	353
2020 Q2	–	Sell	-1,050	Closed	-$28K	–	468
2020 Q1	$28K	Buy	+1,050	New	+$38.8K	0.01%	451

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

Golden State Wealth Management's EZM Position: Q2 2026 in Review

Golden State Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 1,050 shares worth $79.6K. The position accounts for 0.01% of the portfolio, ranked #625.

Golden State Wealth Management first reported a position in EZM in Q1 2020 and has held it in 9 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Golden State Wealth Management held 1,050 shares of WisdomTree US MidCap Fund worth $79.6K as of Q2 2026.
Golden State Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #625 holding.
Golden State Wealth Management first reported a position in WisdomTree US MidCap Fund in Q1 2020 and has held it in 9 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.