SeaCrest Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

SeaCrest Wealth Management’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	$234K	Hold	3,085	–	–	0.03%	479
2026 Q1	$207K	Hold	3,085	–	–	0.02%	596
2025 Q4	$211K	Sell	3,085 -47	-2%	-$3.1K	0.02%	584
2025 Q3	$207K	Buy	+3,132	New	+$202K	0.02%	589
2022 Q3	–	Sell	-4,419	Closed	-$203K	–	895
2022 Q2	$203K	Hold	4,419	–	–	0.03%	601
2022 Q1	$242K	Sell	4,419 -200	-4%	-$10.9K	0.03%	589
2021 Q4	$260K	Hold	4,619	–	–	0.03%	559
2021 Q3	$240K	Hold	4,619	–	–	0.03%	566
2021 Q2	$242K	Hold	4,619	–	–	0.03%	574
2021 Q1	$235K	Sell	4,619 -1,050	-19%	-$50.4K	0.03%	544
2020 Q4	$246K	Buy	+5,669	New	+$225K	0.03%	498
2020 Q3	–	Sell	-11,380	Closed	-$371K	–	598
2020 Q2	$371K	Sell	11,380 -1,784	-14%	-$54.4K	0.06%	323
2020 Q1	$348K	Sell	13,164 -437	-3%	-$16.2K	0.07%	286
2019 Q4	$572K	Hold	13,601	–	–	0.1%	244
2019 Q3	$536K	Sell	13,601 -248	-2%	-$9.71K	0.1%	242
2019 Q2	$554K	Hold	13,849	–	–	0.11%	217
2019 Q1	$545K	Hold	13,849	–	–	0.09%	216
2018 Q4	$475K	Hold	13,849	–	–	0.1%	213
2018 Q3	$573K	Hold	13,849	–	–	0.1%	225
2018 Q2	$556K	Hold	13,849	–	–	0.1%	224
2018 Q1	$536K	Buy	13,849 +935	+7%	+$37.1K	0.1%	227
2017 Q4	$512K	Buy	+12,914	New	+$496K	0.09%	233

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

SeaCrest Wealth Management's EZM Position: Q2 2026 in Review

SeaCrest Wealth Management held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 3,085 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #479.

SeaCrest Wealth Management first reported a position in EZM in Q4 2017 and has held it in 22 quarters since. The position peaked at $573K in Q3 2018. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

SeaCrest Wealth Management held 3,085 shares of WisdomTree US MidCap Fund worth $234K as of Q2 2026.
SeaCrest Wealth Management left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
WisdomTree US MidCap Fund made up 0.03% of SeaCrest Wealth Management's portfolio in Q2 2026, its #479 holding.
SeaCrest Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2017 and has held it in 22 quarters since.
SeaCrest Wealth Management's WisdomTree US MidCap Fund position peaked at $573K in Q3 2018.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.