Sensible Money’s WisdomTree US MidCap Fund EZM Stock Holding History

Sensible Money’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	$425K	Sell	5,933 -5,933	-50%	-$447K	0.11%	65
2026 Q2	$899K	Hold	11,866	–	–	0.24%	30
2026 Q1	$798K	Hold	11,866	–	–	0.24%	31
2025 Q4	$793K	Hold	11,866	–	–	0.25%	30
2025 Q3	$782K	Hold	11,866	–	–	0.27%	28
2025 Q2	$733K	Sell	11,866 -180	-1%	-$10.6K	0.28%	29
2025 Q1	$718K	Hold	12,046	–	–	0.31%	28
2024 Q4	$753K	Hold	12,046	–	–	0.33%	28
2024 Q3	$751K	Hold	12,046	–	–	0.33%	28
2024 Q2	$696K	Sell	12,046 -3,427	-22%	-$201K	0.34%	29
2024 Q1	$944K	Hold	15,473	–	–	0.51%	21
2023 Q4	$888K	Hold	15,473	–	–	0.53%	22
2023 Q3	$785K	Hold	15,473	–	–	0.55%	22
2023 Q2	$819K	Hold	15,473	–	–	0.6%	22
2023 Q1	$770K	Hold	15,473	–	–	0.66%	21
2022 Q4	$752K	Buy	+15,473	New	+$754K	0.8%	22

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return

Sylvest Advisors Dallas, Texas $224M AUM 15.13% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Sensible Money's EZM Position: Q3 2026 in Review

Sensible Money reduced its WisdomTree US MidCap Fund (EZM) stake by 50% in Q3 2026, selling an estimated $447K and leaving 5,933 shares worth $425K. The position accounts for 0.11% of the portfolio, ranked #65.

Sensible Money first reported a position in EZM in Q4 2022 and has held it in 16 quarters since. The position peaked at $944K in Q1 2024. 54 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

Sensible Money held 5,933 shares of WisdomTree US MidCap Fund worth $425K as of Q3 2026.
Sensible Money sold 5,933 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $447K.
WisdomTree US MidCap Fund made up 0.11% of Sensible Money's portfolio in Q3 2026, its #65 holding.
Sensible Money first reported a position in WisdomTree US MidCap Fund in Q4 2022 and has held it in 16 quarters since.
Sensible Money's WisdomTree US MidCap Fund position peaked at $944K in Q1 2024.
54 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Sensible Money's 13F filing for Q3 2026, filed 20 Oct 2026.