RFA
EZM icon

RTD Financial Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

RTD Financial 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
Q3 		$204K Hold
2,842
– – 0.02% 123
2026
Q2 		$215K Sell
2,842
-1,948
-41% -$141K 0.02% 119
2026
Q1 		$322K Buy
+4,790
New +$331K 0.04% 102

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

RTD Financial Advisors's EZM Position: Q3 2026 in Review

RTD Financial Advisors held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 2,842 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #123.

RTD Financial Advisors first reported a position in EZM in Q1 2026 and has held it in 3 quarters since. The position peaked at $322K in Q1 2026. 22 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • RTD Financial Advisors held 2,842 shares of WisdomTree US MidCap Fund worth $204K as of Q3 2026.
  • RTD Financial Advisors left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Fund made up 0.02% of RTD Financial Advisors's portfolio in Q3 2026, its #123 holding.
  • RTD Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2026 and has held it in 3 quarters since.
  • RTD Financial Advisors's WisdomTree US MidCap Fund position peaked at $322K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on RTD Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.