Principle Wealth Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Principle Wealth Partners’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	$263K	Sell	3,472 -64	-2%	-$4.64K	0.01%	347
2026 Q1	$238K	Buy	3,536 +10	+0.3%	+$691	0.01%	340
2025 Q4	$236K	Buy	3,526 +14	+0.4%	+$925	0.01%	347
2025 Q3	$231K	Buy	3,512 +12	+0.3%	+$775	0.01%	339
2025 Q2	$216K	Hold	3,500	–	–	0.01%	344
2025 Q1	$209K	Hold	3,500	–	–	0.01%	329
2024 Q4	$219K	Hold	3,500	–	–	0.02%	319
2024 Q3	$218K	Hold	3,500	–	–	0.02%	321
2024 Q2	$202K	Hold	3,500	–	–	0.02%	322
2024 Q1	$214K	Hold	3,500	–	–	0.02%	327
2023 Q4	$201K	Buy	+3,500	New	+$181K	0.02%	327

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

Principle Wealth Partners's EZM Position: Q2 2026 in Review

Principle Wealth Partners reduced its WisdomTree US MidCap Fund (EZM) stake by 1.8% in Q2 2026, selling an estimated $4.64K and leaving 3,472 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #347.

Principle Wealth Partners first reported a position in EZM in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Principle Wealth Partners held 3,472 shares of WisdomTree US MidCap Fund worth $263K as of Q2 2026.
Principle Wealth Partners sold 64 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $4.64K.
WisdomTree US MidCap Fund made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #347 holding.
Principle Wealth Partners first reported a position in WisdomTree US MidCap Fund in Q4 2023 and has held it in 11 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.