Smartleaf Asset Management
EZM icon

Smartleaf Asset Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Smartleaf Asset 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
Q3 		$1.37M Buy
+18,993
New +$1.43M 0.04% 355
2025
Q1 		– Sell
-9
Closed -$559 – 2910
2024
Q4 		$559 Sell
9
-34
-79% -$2.18K ﹤0.01% 2772
2024
Q3 		$2.68K Hold
43
– – ﹤0.01% 2383
2024
Q2 		$2.46K Buy
43
+19
+79% +$1.11K ﹤0.01% 2143
2024
Q1 		$1.46K Buy
+24
New +$1.38K ﹤0.01% 1530

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Freedom Investment Management
Freedom Investment Management Hartford, Connecticut $330M AUM 14.37% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Smartleaf Asset Management's EZM Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in WisdomTree US MidCap Fund (EZM) in Q3 2026: 18,993 shares worth $1.37M. The stake represents 0.04% of the portfolio and ranks #355 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in EZM as recently as Q4 2024.

Smartleaf Asset Management first reported a position in EZM in Q1 2024 and has held it in 5 quarters since. 168 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Smartleaf Asset Management held 18,993 shares of WisdomTree US MidCap Fund worth $1.37M as of Q3 2026.
  • WisdomTree US MidCap Fund was a new Smartleaf Asset Management position in Q3 2026.
  • WisdomTree US MidCap Fund made up 0.04% of Smartleaf Asset Management's portfolio in Q3 2026, its #355 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree US MidCap Fund in Q1 2024 and has held it in 5 quarters since.
  • 168 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.