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
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

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BCG
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TWM
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RCP
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LW
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AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
EF
Envision Financial Brookfield, Wisconsin $217M AUM 17.78% 1-Year Est. Return