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Quent Capital’s WisdomTree US MidCap Fund EZM Stock Holding History

Quent Capital’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 		$6.37K Buy
84
+44
+110% +$3.19K ﹤0.01% 1326
2026
Q1 		$2.69K Hold
40
– – ﹤0.01% 1353
2025
Q4 		$2.67K Buy
+40
New +$2.64K ﹤0.01% 1358
2022
Q2 		– Sell
-654
Closed -$36K – 1214
2022
Q1 		$36K Buy
+654
New +$35.5K 0.01% 665

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

Quent Capital's EZM Position: Q2 2026 in Review

Quent Capital increased its WisdomTree US MidCap Fund (EZM) stake by 110% in Q2 2026, buying an estimated $3.19K and bringing the position to 84 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Quent Capital first reported a position in EZM in Q1 2022 and has held it in 4 quarters since. The position peaked at $36K in Q1 2022. 186 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Quent Capital held 84 shares of WisdomTree US MidCap Fund worth $6.37K as of Q2 2026.
  • Quent Capital bought 44 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $3.19K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Quent Capital's portfolio in Q2 2026, its #1326 holding.
  • Quent Capital first reported a position in WisdomTree US MidCap Fund in Q1 2022 and has held it in 4 quarters since.
  • Quent Capital's WisdomTree US MidCap Fund position peaked at $36K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Quent Capital's 13F filing for Q2 2026, filed 7 Aug 2026.