Qube Research & Technologies (QRT)
EZM icon

Qube Research & Technologies (QRT)’s WisdomTree US MidCap Fund EZM Stock Holding History

Qube Research & Technologies (QRT)’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 		$59.7K Buy
788
+48
+6% +$3.48K ﹤0.01% 3102
2026
Q1 		$49.7K Sell
740
-1
-0.1% -$69 ﹤0.01% 3175
2025
Q4 		$49.5K Hold
741
– – ﹤0.01% 3286
2025
Q3 		$48.8K Hold
741
– – ﹤0.01% 3183
2025
Q2 		$45.8K Sell
741
-44
-6% -$2.59K ﹤0.01% 3163
2025
Q1 		$46.8K Hold
785
– – ﹤0.01% 3126
2024
Q4 		$49.1K Sell
785
-55
-7% -$3.52K ﹤0.01% 3096
2024
Q3 		$52.4K Buy
840
+563
+203% +$33.8K ﹤0.01% 2852
2024
Q2 		$16K Sell
277
-2,102
-88% -$123K ﹤0.01% 2912
2024
Q1 		$145K Sell
2,379
-427
-15% -$24.5K ﹤0.01% 3166
2023
Q4 		$161K Sell
2,806
-1,191
-30% -$61.6K ﹤0.01% 2907
2023
Q3 		$203K Buy
3,997
+3,773
+1,684% +$201K ﹤0.01% 2401
2023
Q2 		$13.3K Sell
224
-1,403
-86% -$69.6K ﹤0.01% 2195
2023
Q1 		$80.9K Sell
1,627
-19
-1% -$980 ﹤0.01% 2165
2022
Q4 		$80K Buy
+1,646
New +$80.2K ﹤0.01% 2050
2022
Q3 		– Sell
-107
Closed -$5K – 2642
2022
Q2 		$5K Sell
107
-2,056
-95% -$104K ﹤0.01% 2352
2022
Q1 		$118K Sell
2,163
-198
-8% -$10.7K ﹤0.01% 2045
2021
Q4 		$133K Buy
2,361
+1,396
+145% +$76.8K ﹤0.01% 2074
2021
Q3 		$50K Buy
965
+662
+218% +$34.8K ﹤0.01% 1876
2021
Q2 		$16K Buy
+303
New +$16K ﹤0.01% 2111

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

Qube Research & Technologies (QRT)'s EZM Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its WisdomTree US MidCap Fund (EZM) stake by 6.5% in Q2 2026, buying an estimated $3.48K and bringing the position to 788 shares worth $59.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3102.

Qube Research & Technologies (QRT) first reported a position in EZM in Q2 2021 and has held it in 20 quarters since. The position peaked at $203K in Q3 2023. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Qube Research & Technologies (QRT) held 788 shares of WisdomTree US MidCap Fund worth $59.7K as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 48 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $3.48K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #3102 holding.
  • Qube Research & Technologies (QRT) first reported a position in WisdomTree US MidCap Fund in Q2 2021 and has held it in 20 quarters since.
  • Qube Research & Technologies (QRT)'s WisdomTree US MidCap Fund position peaked at $203K in Q3 2023.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.