Miracle Mile Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Miracle Mile 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	$395K	Sell	5,207 -1,186	-19%	-$85.9K	﹤0.01%	701
2026 Q1	$430K	Buy	6,393 +17	+0.3%	+$1.18K	0.01%	620
2025 Q4	$426K	Buy	6,376 +25	+0.4%	+$1.65K	0.01%	616
2025 Q3	$419K	Buy	6,351 +22	+0.3%	+$1.42K	0.01%	599
2025 Q2	$391K	Buy	+6,329	New	+$373K	0.01%	541

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

Miracle Mile Advisors's EZM Position: Q2 2026 in Review

Miracle Mile Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 19% in Q2 2026, selling an estimated $85.9K and leaving 5,207 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Miracle Mile Advisors first reported a position in EZM in Q2 2025 and has held it in 5 quarters since. The position peaked at $430K in Q1 2026. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Miracle Mile Advisors held 5,207 shares of WisdomTree US MidCap Fund worth $395K as of Q2 2026.
Miracle Mile Advisors sold 1,186 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $85.9K.
WisdomTree US MidCap Fund made up ﹤0.01% of Miracle Mile Advisors's portfolio in Q2 2026, its #701 holding.
Miracle Mile Advisors first reported a position in WisdomTree US MidCap Fund in Q2 2025 and has held it in 5 quarters since.
Miracle Mile Advisors's WisdomTree US MidCap Fund position peaked at $430K in Q1 2026.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Miracle Mile Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.