RVW Wealth
EZM icon

RVW Wealth’s WisdomTree US MidCap Fund EZM Stock Holding History

RVW Wealth’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 		$1.16M Hold
16,165
– – 0.07% 75
2026
Q2 		$1.23M Hold
16,165
– – 0.08% 69
2026
Q1 		$1.09M Hold
16,165
– – 0.08% 71
2025
Q4 		$1.08M Hold
16,165
– – 0.08% 71
2025
Q3 		$1.07M Sell
16,165
-148
-0.9% -$9.6K 0.08% 70
2025
Q2 		$1.01M Sell
16,313
-1,245
-7% -$73.3K 0.09% 71
2025
Q1 		$1.05M Sell
17,558
-59
-0.3% -$3.68K 0.1% 65
2024
Q4 		$1.1M Hold
17,617
– – 0.1% 61
2024
Q3 		$1.1M Hold
17,617
– – 0.1% 63
2024
Q2 		$1.02M Sell
17,617
-1,648
-9% -$96.4K 0.1% 60
2024
Q1 		$1.18M Sell
19,265
-1,089
-5% -$62.6K 0.12% 59
2023
Q4 		$1.17M Sell
20,354
-429
-2% -$22.2K 0.13% 62
2023
Q3 		$1.05M Hold
20,783
– – 0.13% 64
2023
Q2 		$1.1M Sell
20,783
-817
-4% -$40.5K 0.13% 68
2023
Q1 		$1.07M Sell
21,600
-163
-0.7% -$8.41K 0.13% 71
2022
Q4 		$1.06M Sell
21,763
-777
-3% -$37.9K 0.13% 73
2022
Q3 		$991K Sell
22,540
-1,153
-5% -$56.1K 0.14% 73
2022
Q2 		$1.09M Sell
23,693
-1,141
-5% -$57.8K 0.15% 73
2022
Q1 		$1.36M Hold
24,834
– – 0.16% 65
2021
Q4 		$1.4M Sell
24,834
-2,055
-8% -$113K 0.16% 62
2021
Q3 		$1M Sell
26,889
-3,020
-10% -$159K 0.12% 66
2021
Q2 		$2M Sell
29,909
-1,671
-5% -$88.5K 0.25% 45
2021
Q1 		$2M Sell
31,580
-21,420
-40% -$1.03M 0.26% 45
2020
Q4 		$2M Sell
53,000
-15
-0% -$596 0.29% 44
2020
Q3 		$1.81M Sell
53,015
-1,580
-3% -$54.4K 0.31% 47
2020
Q2 		$1.78M Sell
54,595
-221,897
-80% -$6.76M 0.33% 46
2020
Q1 		$7.3M Sell
276,492
-484,844
-64% -$17.9M 1.71% 20
2019
Q4 		$32M Buy
761,336
+10,327
+1% +$420K 7.01% 2
2019
Q3 		$29.6M Sell
751,009
-73,607
-9% -$2.88M 7.05% 2
2019
Q2 		$33M Buy
824,616
+28,208
+4% +$1.12M 7.86% 2
2019
Q1 		$31.3M Buy
+796,408
New +$30.8M 8% 2

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Provident Wealth Management
Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return
Davidson Kahn Capital Management
Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return
Sylvest Advisors
Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Roan Capital Partners
Roan Capital Partners Johnson City, Tennessee $137M AUM
CANC
Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

RVW Wealth's EZM Position: Q3 2026 in Review

RVW Wealth held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 16,165 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #75.

RVW Wealth first reported a position in EZM in Q1 2019 and has held it in 31 quarters since. The position peaked at $33M in Q2 2019. 67 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • RVW Wealth held 16,165 shares of WisdomTree US MidCap Fund worth $1.16M as of Q3 2026.
  • RVW Wealth left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
  • WisdomTree US MidCap Fund made up 0.07% of RVW Wealth's portfolio in Q3 2026, its #75 holding.
  • RVW Wealth first reported a position in WisdomTree US MidCap Fund in Q1 2019 and has held it in 31 quarters since.
  • RVW Wealth's WisdomTree US MidCap Fund position peaked at $33M in Q2 2019.
  • 67 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.