LSA
EZM icon

L & S Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

L & S 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 		$2.29M Buy
30,276
+360
+1% +$26.1K 0.24% 112
2026
Q1 		$2.01M Buy
29,916
+612
+2% +$42.3K 0.25% 111
2025
Q4 		$1.96M Sell
29,304
-219
-0.7% -$14.5K 0.18% 146
2025
Q3 		$1.95M Buy
29,523
+3,048
+12% +$197K 0.19% 123
2025
Q2 		$1.64M Buy
26,475
+4,896
+23% +$288K 0.16% 141
2025
Q1 		$1.29M Buy
21,579
+1,653
+8% +$103K 0.16% 156
2024
Q4 		$1.25M Sell
19,926
-2,569
-11% -$165K 0.14% 165
2024
Q3 		$1.4M Buy
22,495
+249
+1% +$14.9K 0.15% 159
2024
Q2 		$1.29M Buy
22,246
+140
+0.6% +$8.19K 0.15% 161
2024
Q1 		$1.35M Buy
22,106
+206
+0.9% +$11.8K 0.15% 166
2023
Q4 		$1.26M Sell
21,900
-2,331
-10% -$120K 0.15% 154
2023
Q3 		$1.23M Sell
24,231
-1,513
-6% -$80.6K 0.18% 137
2023
Q2 		$1.36M Buy
+25,744
New +$1.28M 0.18% 122

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

L & S Advisors's EZM Position: Q2 2026 in Review

L & S Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 1.2% in Q2 2026, buying an estimated $26.1K and bringing the position to 30,276 shares worth $2.29M. The position accounts for 0.24% of the portfolio, ranked #112.

L & S Advisors first reported a position in EZM in Q2 2023 and has held it in 13 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • L & S Advisors held 30,276 shares of WisdomTree US MidCap Fund worth $2.29M as of Q2 2026.
  • L & S Advisors bought 360 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $26.1K.
  • WisdomTree US MidCap Fund made up 0.24% of L & S Advisors's portfolio in Q2 2026, its #112 holding.
  • L & S Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2023 and has held it in 13 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on L & S Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.