IFP Advisors
EZM icon

IFP Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

IFP 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
Q3 		– Sell
-343
Closed -$26K – 5295
2026
Q2 		$26K Buy
+343
New +$24.8K ﹤0.01% 2810
2023
Q1 		– Sell
-24,662
Closed -$990K – 3729
2022
Q4 		$990K Sell
24,662
-315
-1% -$15.3K 0.03% 622
2022
Q3 		$1M Buy
24,977
+450
+2% +$21.9K 0.03% 639
2022
Q2 		$983K Hold
24,527
– – 0.03% 590
2022
Q1 		$983K Buy
+24,527
New +$1.33M 0.03% 590
2020
Q3 		– Sell
-3,012
Closed -$104K – 2884
2020
Q2 		$97K Sell
3,012
-653
-18% -$19.9K 0.01% 937
2020
Q1 		$102K Sell
3,665
-602
-14% -$22.3K 0.01% 812
2019
Q4 		$181K Sell
4,267
-159
-4% -$6.47K 0.01% 694
2019
Q3 		$174K Buy
+4,426
New +$173K 0.01% 819
2019
Q1 		$352K Sell
9,009
-148
-2% -$5.72K 0.05% 352
2018
Q4 		$311K Sell
9,157
-768
-8% -$28.9K 0.02% 699
2018
Q3 		$410K Buy
9,925
+3,226
+48% +$134K 0.02% 760
2018
Q2 		$269K Buy
6,699
+340
+5% +$13.5K 0.01% 918
2018
Q1 		$252K Hold
6,359
– – 0.01% 892
2017
Q4 		$252K Buy
6,359
+1,121
+21% +$43K 0.01% 893
2017
Q3 		$195K Sell
5,238
-201
-4% -$7.23K 0.01% 1161
2017
Q2 		$195K Sell
5,439
-18,647
-77% -$661K 0.01% 1139
2017
Q1 		$850K Buy
24,086
+1,283
+6% +$44.9K 0.04% 477
2016
Q4 		$780K Buy
22,803
+171
+0.8% +$5.61K 0.04% 458
2016
Q3 		$722K Sell
22,632
-693
-3% -$21.9K 0.04% 452
2016
Q2 		$710K Sell
23,325
-3,702
-14% -$112K 0.04% 436
2016
Q1 		$352K Buy
27,027
+1,536
+6% +$42.7K 0.05% 355
2015
Q4 		$740K Buy
+25,491
New +$764K 0.05% 378

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Sylvest Advisors
Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

IFP Advisors's EZM Position: Q3 2026 in Review

IFP Advisors sold out of WisdomTree US MidCap Fund (EZM) in Q3 2026, closing a stake of 343 shares — an estimated $26K sold.

IFP Advisors first reported a position in EZM in Q4 2015 and held it in 23 quarters. The position peaked at $1M in Q3 2022. 67 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • IFP Advisors reported no remaining WisdomTree US MidCap Fund position as of Q3 2026 after selling out during the quarter.
  • IFP Advisors sold 343 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $26K.
  • IFP Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2015 and held it in 23 quarters.
  • IFP Advisors's WisdomTree US MidCap Fund position peaked at $1M in Q3 2022.
  • 67 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.