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

Kingsview 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	$390K	Hold	5,149	–	–	﹤0.01%	1076
2026 Q1	$346K	Hold	5,149	–	–	﹤0.01%	1021
2025 Q4	$344K	Buy	5,149 +100	+2%	+$6.6K	0.01%	976
2025 Q3	$333K	Hold	5,049	–	–	0.01%	930
2025 Q2	$312K	Hold	5,049	–	–	0.01%	927
2025 Q1	$301K	Hold	5,049	–	–	0.01%	890
2024 Q4	$316K	Hold	5,049	–	–	0.01%	885
2024 Q3	$315K	Sell	5,049 -84	-2%	-$5.04K	0.01%	872
2024 Q2	$297K	Sell	5,133 -23	-0.4%	-$1.35K	0.01%	839
2024 Q1	$315K	Hold	5,156	–	–	0.01%	801
2023 Q4	$296K	Hold	5,156	–	–	0.01%	776
2023 Q3	$262K	Hold	5,156	–	–	0.01%	800
2023 Q2	$273K	Hold	5,156	–	–	0.01%	770
2023 Q1	$256K	Hold	5,156	–	–	0.01%	767
2022 Q4	$251K	Hold	5,156	–	–	0.01%	726
2022 Q3	$227K	Buy	+5,156	New	+$251K	0.01%	720
2022 Q2	–	Sell	-4,408	Closed	-$241K	–	842
2022 Q1	$241K	Sell	4,408 -42	-0.9%	-$2.28K	0.01%	762
2021 Q4	$250K	Sell	4,450 -15,412	-78%	-$847K	0.01%	796
2021 Q3	$1.03M	Buy	19,862 +15,602	+366%	+$821K	0.05%	368
2021 Q2	$225K	Buy	+4,260	New	+$226K	0.01%	794

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

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

Kingsview Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 5,149 shares worth $390K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Kingsview Wealth Management first reported a position in EZM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.03M in Q3 2021. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Kingsview Wealth Management held 5,149 shares of WisdomTree US MidCap Fund worth $390K as of Q2 2026.
Kingsview Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1076 holding.
Kingsview Wealth Management first reported a position in WisdomTree US MidCap Fund in Q2 2021 and has held it in 20 quarters since.
Kingsview Wealth Management's WisdomTree US MidCap Fund position peaked at $1.03M in Q3 2021.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.