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Oxler Private Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

Oxler Private Wealth’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 		$634K Sell
8,366
-507
-6% -$36.7K 0.18% 58
2026
Q1 		$596K Sell
8,873
-397
-4% -$27.4K 0.19% 58
2025
Q4 		$619K Sell
9,270
-969
-9% -$64K 0.18% 58
2025
Q3 		$675K Sell
10,239
-437
-4% -$28.2K 0.2% 54
2025
Q2 		$659K Sell
10,676
-623
-6% -$36.7K 0.21% 55
2025
Q1 		$673K Buy
11,299
+33
+0.3% +$2.06K 0.24% 52
2024
Q4 		$704K Sell
11,266
-1,920
-15% -$123K 0.23% 53
2024
Q3 		$822K Sell
13,186
-459
-3% -$27.5K 0.29% 48
2024
Q2 		$789K Sell
13,645
-674
-5% -$39.4K 0.29% 48
2024
Q1 		$874K Sell
14,319
-312
-2% -$17.9K 0.34% 48
2023
Q4 		$840K Sell
14,631
-430
-3% -$22.2K 0.7% 26
2023
Q3 		$764K Sell
15,061
-520
-3% -$27.7K 0.38% 52
2023
Q2 		$825K Sell
15,581
-22,712
-59% -$1.13M 0.39% 53
2023
Q1 		$1.9M Sell
38,293
-273
-0.7% -$14.1K 0.94% 30
2022
Q4 		$1.88M Sell
38,566
-210
-0.5% -$10.2K 1.01% 31
2022
Q3 		$1.71M Sell
38,776
-494
-1% -$24K 0.95% 28
2022
Q2 		$1.81M Buy
39,270
+12,508
+47% +$634K 0.87% 34
2022
Q1 		$1.46M Buy
26,762
+385
+1% +$20.9K 0.66% 44
2021
Q4 		$1.48M Sell
26,377
-219
-0.8% -$12K 0.62% 50
2021
Q3 		$1.38M Buy
26,596
+4,820
+22% +$254K 0.61% 49
2021
Q2 		$1.14M Sell
21,776
-465
-2% -$24.6K 0.5% 57
2021
Q1 		$1.13M Buy
22,241
+5,100
+30% +$245K 0.57% 49
2020
Q4 		$744K Buy
+17,141
New +$681K 0.42% 54

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

Oxler Private Wealth's EZM Position: Q2 2026 in Review

Oxler Private Wealth reduced its WisdomTree US MidCap Fund (EZM) stake by 5.7% in Q2 2026, selling an estimated $36.7K and leaving 8,366 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #58.

Oxler Private Wealth first reported a position in EZM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.9M in Q1 2023. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Oxler Private Wealth held 8,366 shares of WisdomTree US MidCap Fund worth $634K as of Q2 2026.
  • Oxler Private Wealth sold 507 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $36.7K.
  • WisdomTree US MidCap Fund made up 0.18% of Oxler Private Wealth's portfolio in Q2 2026, its #58 holding.
  • Oxler Private Wealth first reported a position in WisdomTree US MidCap Fund in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's WisdomTree US MidCap Fund position peaked at $1.9M in Q1 2023.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.