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

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

Wealth Enhancement Advisory Services's EZM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree US MidCap Fund (EZM) stake by 3.4% in Q2 2026, selling an estimated $22.1K and leaving 8,570 shares worth $643K. The position accounts for ﹤0.01% of the portfolio, ranked #2453.

Wealth Enhancement Advisory Services first reported a position in EZM in Q3 2023 and has held it in 12 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,570 shares of WisdomTree US MidCap Fund worth $643K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 305 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $22.1K.
  • WisdomTree US MidCap Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2453 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 12 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.