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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
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $167M AUM 23.59% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
CWA
Crux Wealth Advisors Long Beach, California $289M AUM 17.92% 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. 38 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.
  • 38 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.