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 Q2	$297K	Buy	3,922 +85	+2%	+$6.16K	0.02%	614
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

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

Koshinski Asset Management's EZM Position: Q2 2026 in Review

Koshinski Asset Management increased its WisdomTree US MidCap Fund (EZM) stake by 2.2% in Q2 2026, buying an estimated $6.16K and bringing the position to 3,922 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #614.

Koshinski Asset Management first reported a position in EZM in Q3 2021 and has held it in 7 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Koshinski Asset Management held 3,922 shares of WisdomTree US MidCap Fund worth $297K as of Q2 2026.
Koshinski Asset Management bought 85 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $6.16K.
WisdomTree US MidCap Fund made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #614 holding.
Koshinski Asset Management first reported a position in WisdomTree US MidCap Fund in Q3 2021 and has held it in 7 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.