Wealthcare Advisory Partners’s WisdomTree US MidCap Fund EZM Stock Holding History

Wealthcare Advisory Partners’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	$372K	Buy	4,904 +4	+0.1%	+$290	0.01%	800
2026 Q1	$329K	Buy	4,900 +280	+6%	+$19.4K	0.01%	843
2025 Q4	$309K	Buy	4,620 +1,053	+30%	+$69.5K	0.01%	860
2025 Q3	$235K	Buy	3,567 +44	+1%	+$2.84K	﹤0.01%	925
2025 Q2	$218K	Buy	+3,523	New	+$207K	0.01%	909
2020 Q2	–	Sell	-645	Closed	-$17K	–	648
2020 Q1	$17K	Hold	645	–	–	﹤0.01%	773
2019 Q4	$27K	Hold	645	–	–	﹤0.01%	678
2019 Q3	$25K	Buy	+645	New	+$25.3K	﹤0.01%	689
2018 Q1	–	Sell	-304	Closed	-$12K	–	1126
2017 Q4	$12K	Buy	304 +1	+0.3%	+$38	﹤0.01%	629
2017 Q3	$11K	Buy	+303	New	+$10.9K	﹤0.01%	520

Other funds holding EZM

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

Wealthcare Advisory Partners's EZM Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree US MidCap Fund (EZM) stake by 0.08% in Q2 2026, buying an estimated $290 and bringing the position to 4,904 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #800.

Wealthcare Advisory Partners first reported a position in EZM in Q3 2017 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Wealthcare Advisory Partners held 4,904 shares of WisdomTree US MidCap Fund worth $372K as of Q2 2026.
Wealthcare Advisory Partners bought 4 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $290.
WisdomTree US MidCap Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #800 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree US MidCap Fund in Q3 2017 and has held it in 10 quarters since.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.