Koshinski Asset Management
EZM icon

Koshinski Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Koshinski Asset 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
Q1 		$258K Buy
3,837
+305
+9% +$21.1K 0.02% 622
2025
Q4 		$236K Buy
3,532
+379
+12% +$25K 0.02% 628
2025
Q3 		$208K Buy
+3,153
New +$204K 0.01% 677
2022
Q2 		– Sell
-3,057
Closed -$167K – 1014
2022
Q1 		$167K Buy
3,057
+6
+0.2% +$326 0.01% 649
2021
Q4 		$172K Hold
3,051
– – 0.01% 667
2021
Q3 		$159K Buy
+3,051
New +$161K 0.01% 683

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Koshinski Asset Management's EZM Position: Q1 2026 in Review

Koshinski Asset Management increased its WisdomTree US MidCap Fund (EZM) stake by 8.6% in Q1 2026, buying an estimated $21.1K and bringing the position to 3,837 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #622.

Koshinski Asset Management first reported a position in EZM in Q3 2021 and has held it in 6 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Koshinski Asset Management held 3,837 shares of WisdomTree US MidCap Fund worth $258K as of Q1 2026.
  • Koshinski Asset Management bought 305 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $21.1K.
  • WisdomTree US MidCap Fund made up 0.02% of Koshinski Asset Management's portfolio in Q1 2026, its #622 holding.
  • Koshinski Asset Management first reported a position in WisdomTree US MidCap Fund in Q3 2021 and has held it in 6 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.