LOWM
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Laurel Oak Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Laurel Oak 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 		$420K Sell
5,538
-130
-2% -$9.42K 0.06% 231
2026
Q1 		$381K Sell
5,668
-886
-14% -$61.3K 0.06% 225
2025
Q4 		$438K Buy
+6,554
New +$433K 0.07% 200

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Laurel Oak Wealth Management's EZM Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its WisdomTree US MidCap Fund (EZM) stake by 2.3% in Q2 2026, selling an estimated $9.42K and leaving 5,538 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #231.

Laurel Oak Wealth Management first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q4 2025. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Laurel Oak Wealth Management held 5,538 shares of WisdomTree US MidCap Fund worth $420K as of Q2 2026.
  • Laurel Oak Wealth Management sold 130 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $9.42K.
  • WisdomTree US MidCap Fund made up 0.06% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #231 holding.
  • Laurel Oak Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's WisdomTree US MidCap Fund position peaked at $438K in Q4 2025.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.