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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
Q2 		$26K Buy
+343
New +$24.9K ﹤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% 352
2015
Q4 		$740K Buy
+25,491
New +$764K 0.05% 378

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
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
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

IFP Advisors's EZM Position: Q2 2026 in Review

IFP Advisors opened a new position in WisdomTree US MidCap Fund (EZM) in Q2 2026: 343 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #2810 among its holdings. This is a return to the name: IFP Advisors previously reported a position in EZM as recently as Q4 2022.

IFP Advisors first reported a position in EZM in Q4 2015 and has held it in 23 quarters since. The position peaked at $1M in Q3 2022. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • IFP Advisors held 343 shares of WisdomTree US MidCap Fund worth $26K as of Q2 2026.
  • WisdomTree US MidCap Fund was a new IFP Advisors position in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2810 holding.
  • IFP Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2015 and has held it in 23 quarters since.
  • IFP Advisors's WisdomTree US MidCap Fund position peaked at $1M in Q3 2022.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.