Wealth Enhancement Advisory Services
EZM icon

Wealth Enhancement Advisory Services’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealth Enhancement Advisory Services’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 		$621K Sell
8,555
-15
-0.2% -$1.13K ﹤0.01% 2607
2026
Q2 		$643K Sell
8,570
-305
-3% -$22.1K ﹤0.01% 2453
2026
Q1 		$601K Buy
8,875
+23
+0.3% +$1.59K ﹤0.01% 2171
2025
Q4 		$610K Buy
8,852
+5
+0.1% +$330 ﹤0.01% 2336
2025
Q3 		$580K Buy
8,847
+5
+0.1% +$323 ﹤0.01% 2247
2025
Q2 		$563K Sell
8,842
-631
-7% -$37.1K ﹤0.01% 2141
2025
Q1 		$565K Buy
9,473
+545
+6% +$34K ﹤0.01% 1971
2024
Q4 		$558K Buy
8,928
+545
+7% +$34.9K ﹤0.01% 1914
2024
Q3 		$523K Buy
8,383
+1,043
+14% +$62.5K ﹤0.01% 1809
2024
Q2 		$424K Buy
7,340
+217
+3% +$12.7K ﹤0.01% 1744
2024
Q1 		$435K Buy
7,123
+108
+2% +$6.2K ﹤0.01% 1671
2023
Q4 		$403K Hold
7,015
– – ﹤0.01% 1639
2023
Q3 		$356K Buy
+7,015
New +$373K ﹤0.01% 1633

Other funds holding EZM

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
LW
Lauer Wealth Valparaiso, Indiana $160M AUM 11.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $341M AUM 27.24% 1-Year Est. Return
Fulton Bank
Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's EZM Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree US MidCap Fund (EZM) stake by 0.18% in Q3 2026, selling an estimated $1.13K and leaving 8,555 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

Wealth Enhancement Advisory Services first reported a position in EZM in Q3 2023 and has held it in 13 quarters since. The position peaked at $643K in Q2 2026. 17 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,555 shares of WisdomTree US MidCap Fund worth $621K as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 15 WisdomTree US MidCap Fund shares in Q3 2026, an estimated $1.13K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2607 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree US MidCap Fund position peaked at $643K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.