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 Q2	$283K	Sell	3,732 -239	-6%	-$17.3K	0.09%	194
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 $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

Medallion Wealth Advisors's EZM Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 6% in Q2 2026, selling an estimated $17.3K and leaving 3,732 shares worth $283K. The position accounts for 0.09% of the portfolio, ranked #194.

Medallion Wealth Advisors first reported a position in EZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $314K in Q4 2024. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Medallion Wealth Advisors held 3,732 shares of WisdomTree US MidCap Fund worth $283K as of Q2 2026.
Medallion Wealth Advisors sold 239 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $17.3K.
WisdomTree US MidCap Fund made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Medallion Wealth Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's WisdomTree US MidCap Fund position peaked at $314K in Q4 2024.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.