Medallion Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Medallion Wealth 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	$267K	Sell	3,971 -65	-2%	-$4.49K	0.09%	207
2025 Q4	$270K	Sell	4,036 -337	-8%	-$22.3K	0.09%	205
2025 Q3	$288K	Sell	4,373 -268	-6%	-$17.3K	0.1%	187
2025 Q2	$290K	Sell	4,641 -331	-7%	-$19.5K	0.11%	178
2025 Q1	$297K	Sell	4,972 -124	-2%	-$7.74K	0.13%	152
2024 Q4	$314K	Buy	+5,096	New	+$326K	0.16%	139

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Medallion Wealth Advisors's EZM Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 1.6% in Q1 2026, selling an estimated $4.49K and leaving 3,971 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #207.

Medallion Wealth Advisors first reported a position in EZM in Q4 2024 and has held it in 6 quarters since. The position peaked at $314K in Q4 2024. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

Medallion Wealth Advisors held 3,971 shares of WisdomTree US MidCap Fund worth $267K as of Q1 2026.
Medallion Wealth Advisors sold 65 WisdomTree US MidCap Fund shares in Q1 2026, an estimated $4.49K.
WisdomTree US MidCap Fund made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #207 holding.
Medallion Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree US MidCap Fund position peaked at $314K in Q4 2024.
171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.