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Merit Financial Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Merit Financial Group’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 		$456K Sell
6,013
-11,561
-66% -$838K ﹤0.01% 1559
2026
Q1 		$1.18M Sell
17,574
-3,170
-15% -$219K 0.01% 905
2025
Q4 		$1.39M Buy
+20,744
New +$1.37M 0.01% 787

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

Merit Financial Group's EZM Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree US MidCap Fund (EZM) stake by 66% in Q2 2026, selling an estimated $838K and leaving 6,013 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Merit Financial Group first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2025. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Merit Financial Group held 6,013 shares of WisdomTree US MidCap Fund worth $456K as of Q2 2026.
  • Merit Financial Group sold 11,561 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $838K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1559 holding.
  • Merit Financial Group first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's WisdomTree US MidCap Fund position peaked at $1.39M in Q4 2025.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.