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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
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

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

RTD Financial Advisors's EZM Position: Q2 2026 in Review

RTD Financial Advisors reduced its WisdomTree US MidCap Fund (EZM) stake by 41% in Q2 2026, selling an estimated $141K and leaving 2,842 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #119.

RTD Financial Advisors first reported a position in EZM in Q1 2026 and has held it in 2 quarters since. The position peaked at $322K in Q1 2026. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • RTD Financial Advisors held 2,842 shares of WisdomTree US MidCap Fund worth $215K as of Q2 2026.
  • RTD Financial Advisors sold 1,948 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $141K.
  • WisdomTree US MidCap Fund made up 0.02% of RTD Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • RTD Financial Advisors first reported a position in WisdomTree US MidCap Fund in Q1 2026 and has held it in 2 quarters since.
  • RTD Financial Advisors's WisdomTree US MidCap Fund position peaked at $322K in Q1 2026.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.