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

Howard 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 Q3	$309K	Hold	4,317	–	–	0.11%	110
2026 Q2	$327K	Sell	4,317 -138	-3%	-$10K	0.12%	105
2026 Q1	$299K	Hold	4,455	–	–	0.13%	108
2025 Q4	$298K	Hold	4,455	–	–	0.13%	101
2025 Q3	$294K	Hold	4,455	–	–	0.14%	106
2025 Q2	$275K	Hold	4,455	–	–	0.14%	101
2025 Q1	$266K	Hold	4,455	–	–	0.15%	99
2024 Q4	$278K	Hold	4,455	–	–	0.15%	98
2024 Q3	$278K	Buy	4,455 +305	+7%	+$18.3K	0.16%	95
2024 Q2	$240K	Buy	4,150 +180	+5%	+$10.5K	0.19%	88
2024 Q1	$242K	Hold	3,970	–	–	0.2%	91
2023 Q4	$228K	Sell	3,970 -100	-2%	-$5.17K	0.19%	90
2023 Q3	$207K	Hold	4,070	–	–	0.19%	90
2023 Q2	$215K	Hold	4,070	–	–	0.19%	94
2023 Q1	$202K	Buy	+4,070	New	+$210K	0.17%	106
2022 Q2	–	Sell	-4,270	Closed	-$233K	–	78
2022 Q1	$233K	Hold	4,270	–	–	0.13%	117
2021 Q4	$240K	Sell	4,270 -36	-0.8%	-$1.98K	0.13%	116
2021 Q3	$223K	Hold	4,306	–	–	0.12%	116
2021 Q2	$225K	Sell	4,306 -50	-1%	-$2.65K	0.12%	118
2021 Q1	$221K	Buy	+4,356	New	+$209K	0.13%	118
2020 Q3	–	Sell	-6,316	Closed	-$205K	–	118
2020 Q2	$205K	Sell	6,316 -4,764	-43%	-$145K	0.17%	106
2020 Q1	$292K	Sell	11,080 -1,080	-9%	-$40K	0.31%	80
2019 Q4	$511K	Buy	+12,160	New	+$495K	0.43%	57

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Howard Wealth Management's EZM Position: Q3 2026 in Review

Howard Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 4,317 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #110.

Howard Wealth Management first reported a position in EZM in Q4 2019 and has held it in 23 quarters since. The position peaked at $511K in Q4 2019. 168 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

Howard Wealth Management held 4,317 shares of WisdomTree US MidCap Fund worth $309K as of Q3 2026.
Howard Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Fund made up 0.11% of Howard Wealth Management's portfolio in Q3 2026, its #110 holding.
Howard Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 23 quarters since.
Howard Wealth Management's WisdomTree US MidCap Fund position peaked at $511K in Q4 2019.
168 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.