Post Resch Tallon Group’s WisdomTree US MidCap Fund EZM Stock Holding History

Post Resch Tallon 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	$246K	Sell	3,240 -100	-3%	-$7.25K	0.17%	104
2026 Q1	$225K	Hold	3,340	–	–	0.18%	98
2025 Q4	$223K	Sell	3,340 -100	-3%	-$6.6K	0.19%	86
2025 Q3	$227K	Hold	3,440	–	–	0.2%	87
2025 Q2	$212K	Sell	3,440 -270	-7%	-$15.9K	0.2%	86
2025 Q1	$220K	Sell	3,710 -40	-1%	-$2.5K	0.22%	81
2024 Q4	$233K	Buy	+3,750	New	+$240K	0.22%	80

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

Post Resch Tallon Group's EZM Position: Q2 2026 in Review

Post Resch Tallon Group reduced its WisdomTree US MidCap Fund (EZM) stake by 3% in Q2 2026, selling an estimated $7.25K and leaving 3,240 shares worth $246K. The position accounts for 0.17% of the portfolio, ranked #104.

Post Resch Tallon Group first reported a position in EZM in Q4 2024 and has held it in 7 quarters since. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Post Resch Tallon Group held 3,240 shares of WisdomTree US MidCap Fund worth $246K as of Q2 2026.
Post Resch Tallon Group sold 100 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $7.25K.
WisdomTree US MidCap Fund made up 0.17% of Post Resch Tallon Group's portfolio in Q2 2026, its #104 holding.
Post Resch Tallon Group first reported a position in WisdomTree US MidCap Fund in Q4 2024 and has held it in 7 quarters since.
186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.