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Plante Moran Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Plante Moran Financial 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 		$17.3K Hold
228
– – ﹤0.01% 489
2026
Q1 		$15.3K Hold
228
– – ﹤0.01% 469
2025
Q4 		$15.2K Buy
+228
New +$15.1K ﹤0.01% 499

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 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
IEQ Capital
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Plante Moran Financial Advisors's EZM Position: Q2 2026 in Review

Plante Moran Financial Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 228 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Plante Moran Financial Advisors first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Plante Moran Financial Advisors held 228 shares of WisdomTree US MidCap Fund worth $17.3K as of Q2 2026.
  • Plante Moran Financial Advisors left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #489 holding.
  • Plante Moran Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.