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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
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 $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Quent Capital's EZM Position: Q1 2026 in Review

Quent Capital held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 40 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1353.

Quent Capital first reported a position in EZM in Q1 2022 and has held it in 3 quarters since. The position peaked at $36K in Q1 2022. 172 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • Quent Capital held 40 shares of WisdomTree US MidCap Fund worth $2.69K as of Q1 2026.
  • Quent Capital left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Quent Capital's portfolio in Q1 2026, its #1353 holding.
  • Quent Capital first reported a position in WisdomTree US MidCap Fund in Q1 2022 and has held it in 3 quarters since.
  • Quent Capital's WisdomTree US MidCap Fund position peaked at $36K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on Quent Capital's 13F filing for Q1 2026, filed 28 Apr 2026.