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Ridge Creek Global’s WisdomTree US MidCap Fund EZM Stock Holding History

Ridge Creek Global’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 		$1.72M Sell
22,676
-150
-0.7% -$10.9K 1.34% 19
2026
Q1 		$1.53M Sell
22,826
-40
-0.2% -$2.77K 1.3% 19
2025
Q4 		$1.53M Buy
+22,866
New +$1.51M 1.28% 20

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

Ridge Creek Global's EZM Position: Q2 2026 in Review

Ridge Creek Global reduced its WisdomTree US MidCap Fund (EZM) stake by 0.66% in Q2 2026, selling an estimated $10.9K and leaving 22,676 shares worth $1.72M. The position accounts for 1.34% of the portfolio, ranked #19.

Ridge Creek Global first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Ridge Creek Global held 22,676 shares of WisdomTree US MidCap Fund worth $1.72M as of Q2 2026.
  • Ridge Creek Global sold 150 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $10.9K.
  • WisdomTree US MidCap Fund made up 1.34% of Ridge Creek Global's portfolio in Q2 2026, its #19 holding.
  • Ridge Creek Global first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Ridge Creek Global's 13F filing for Q2 2026, filed 11 Aug 2026.