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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
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

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 $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

L & S Advisors's EZM Position: Q1 2026 in Review

L & S Advisors increased its WisdomTree US MidCap Fund (EZM) stake by 2.1% in Q1 2026, buying an estimated $42.3K and bringing the position to 29,916 shares worth $2.01M. The position accounts for 0.25% of the portfolio, ranked #111.

L & S Advisors first reported a position in EZM in Q2 2023 and has held it in 12 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • L & S Advisors held 29,916 shares of WisdomTree US MidCap Fund worth $2.01M as of Q1 2026.
  • L & S Advisors bought 612 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $42.3K.
  • WisdomTree US MidCap Fund made up 0.25% of L & S Advisors's portfolio in Q1 2026, its #111 holding.
  • L & S Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2023 and has held it in 12 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on L & S Advisors's 13F filing for Q1 2026, filed 11 May 2026.