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PSI Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

PSI 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 		$556K Sell
7,331
-225
-3% -$16.3K 0.13% 90
2026
Q1 		$508K Hold
7,556
– – 0.12% 88
2025
Q4 		$505K Sell
7,556
-119
-2% -$7.86K 0.13% 78
2025
Q3 		$506K Hold
7,675
– – 0.13% 79
2025
Q2 		$474K Hold
7,675
– – 0.23% 58
2025
Q1 		$457K Sell
7,675
-390
-5% -$24.4K 0.15% 75
2024
Q4 		$504K Sell
8,065
-228
-3% -$14.6K 0.15% 76
2024
Q3 		$517K Hold
8,293
– – 0.15% 82
2024
Q2 		$479K Hold
8,293
– – 0.15% 86
2024
Q1 		$506K Sell
8,293
-250
-3% -$14.4K 0.18% 75
2023
Q4 		$490K Hold
8,543
– – 0.18% 79
2023
Q3 		$433K Sell
8,543
-349
-4% -$18.6K 0.19% 85
2023
Q2 		$471K Sell
8,892
-454
-5% -$22.5K 0.21% 76
2023
Q1 		$465K Buy
9,346
+803
+9% +$41.4K 0.22% 77
2022
Q4 		$415K Sell
8,543
-60,400
-88% -$2.94M 0.22% 74
2022
Q3 		$3.03M Sell
68,943
-10,649
-13% -$518K 1.59% 14
2022
Q2 		$3.66M Sell
79,592
-2,125
-3% -$108K 1.8% 10
2022
Q1 		$4.47M Buy
81,717
+13
+0% +$705 1.84% 10
2021
Q4 		$4.6M Buy
81,704
+255
+0.3% +$14K 1.87% 12
2021
Q3 		$4.24M Buy
81,449
+2,761
+4% +$145K 1.95% 11
2021
Q2 		$4.12M Sell
78,688
-1,793
-2% -$95K 2.17% 11
2021
Q1 		$4.1M Sell
80,481
-1,906
-2% -$91.5K 2.41% 9
2020
Q4 		$3.58M Sell
82,387
-6,081
-7% -$242K 2.47% 9
2020
Q3 		$3.02M Sell
88,468
-1,305
-1% -$44.9K 2.31% 9
2020
Q2 		$2.92M Sell
89,773
-598
-0.7% -$18.2K 2.36% 9
2020
Q1 		$2.37M Sell
90,371
-2,478
-3% -$91.7K 2.18% 9
2019
Q4 		$3.91M Buy
+92,849
New +$3.78M 2.51% 8

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

PSI Advisors's EZM Position: Q2 2026 in Review

PSI Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 3% in Q2 2026, selling an estimated $16.3K and leaving 7,331 shares worth $556K. The position accounts for 0.13% of the portfolio, ranked #90.

PSI Advisors first reported a position in EZM in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.6M in Q4 2021. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • PSI Advisors held 7,331 shares of WisdomTree US MidCap Fund worth $556K as of Q2 2026.
  • PSI Advisors sold 225 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $16.3K.
  • WisdomTree US MidCap Fund made up 0.13% of PSI Advisors's portfolio in Q2 2026, its #90 holding.
  • PSI Advisors first reported a position in WisdomTree US MidCap Fund in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's WisdomTree US MidCap Fund position peaked at $4.6M in Q4 2021.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.