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 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 $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

Howard Wealth Management's EZM Position: Q2 2026 in Review

Howard Wealth Management reduced its WisdomTree US MidCap Fund (EZM) stake by 3.1% in Q2 2026, selling an estimated $10K and leaving 4,317 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #105.

Howard Wealth Management first reported a position in EZM in Q4 2019 and has held it in 22 quarters since. The position peaked at $511K in Q4 2019. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Howard Wealth Management held 4,317 shares of WisdomTree US MidCap Fund worth $327K as of Q2 2026.
Howard Wealth Management sold 138 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $10K.
WisdomTree US MidCap Fund made up 0.12% of Howard Wealth Management's portfolio in Q2 2026, its #105 holding.
Howard Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 22 quarters since.
Howard Wealth Management's WisdomTree US MidCap Fund position peaked at $511K in Q4 2019.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.