TRCT
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Tower Research Capital (TRC)’s WisdomTree US MidCap Fund EZM Stock Holding History

Tower Research Capital (TRC)’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 		– Sell
-2
Closed -$134 – 5356
2026
Q1 		$134 Buy
+2
New +$138 ﹤0.01% 4986
2025
Q4 		– Sell
-3
Closed -$198 – 5275
2025
Q3 		$198 Sell
3
-2
-40% -$129 ﹤0.01% 5071
2025
Q2 		$309 Buy
+5
New +$294 ﹤0.01% 5065
2023
Q3 		– Sell
-6
Closed -$318 – 6023
2023
Q2 		$318 Sell
6
-1
-14% -$50 ﹤0.01% 5691
2023
Q1 		$0 Sell
7
-11
-61% -$568 ﹤0.01% 5937
2022
Q4 		$1K Sell
18
-17,904
-100% -$872K ﹤0.01% 5583
2022
Q3 		$788K Sell
17,922
-9,414
-34% -$458K 0.01% 816
2022
Q2 		$1.26M Buy
27,336
+23,072
+541% +$1.17M 0.03% 568
2022
Q1 		$233K Sell
4,264
-995
-19% -$54K ﹤0.01% 1620
2021
Q4 		$296K Sell
5,259
-9,540
-64% -$525K 0.01% 1485
2021
Q3 		$770K Sell
14,799
-595
-4% -$31.3K 0.02% 690
2021
Q2 		$806K Buy
15,394
+13,003
+544% +$689K 0.02% 815
2021
Q1 		$122K Sell
2,391
-7,982
-77% -$383K ﹤0.01% 2434
2020
Q4 		$451K Sell
10,373
-32,566
-76% -$1.29M 0.01% 1064
2020
Q3 		$1.47M Sell
42,939
-41,732
-49% -$1.44M 0.02% 631
2020
Q2 		$2.76M Buy
84,671
+6,928
+9% +$211K 0.11% 147
2020
Q1 		$2.05M Buy
77,743
+75,644
+3,604% +$2.8M 0.12% 103
2019
Q4 		$88K Sell
2,099
-6,259
-75% -$255K 0.01% 1010
2019
Q3 		$330K Sell
8,358
-22,248
-73% -$871K 0.02% 767
2019
Q2 		$1.22M Buy
30,606
+25,807
+538% +$1.02M 0.08% 211
2019
Q1 		$189K Sell
4,799
-39,311
-89% -$1.52M 0.01% 1145
2018
Q4 		$1.51M Buy
+44,110
New +$1.66M 0.11% 184

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

Tower Research Capital (TRC)'s EZM Position: Q2 2026 in Review

Tower Research Capital (TRC) sold out of WisdomTree US MidCap Fund (EZM) in Q2 2026, closing a stake of 2 shares — an estimated $134 sold.

Tower Research Capital (TRC) first reported a position in EZM in Q4 2018 and held it in 22 quarters. The position peaked at $2.76M in Q2 2020. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Tower Research Capital (TRC) reported no remaining WisdomTree US MidCap Fund position as of Q2 2026 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 2 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $134.
  • Tower Research Capital (TRC) first reported a position in WisdomTree US MidCap Fund in Q4 2018 and held it in 22 quarters.
  • Tower Research Capital (TRC)'s WisdomTree US MidCap Fund position peaked at $2.76M in Q2 2020.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.