Western Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Western Wealth Management’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	$790K	Sell	10,428 -4,166	-29%	-$302K	0.03%	545
2026 Q1	$981K	Buy	14,594 +883	+6%	+$61.1K	0.04%	447
2025 Q4	$916K	Sell	13,711 -209	-2%	-$13.8K	0.04%	371
2025 Q3	$917K	Buy	13,920 +53	+0.4%	+$3.42K	0.05%	322
2025 Q2	$857K	Sell	13,867 -2,451	-15%	-$144K	0.05%	306
2025 Q1	$973K	Sell	16,318 -96	-0.6%	-$6K	0.06%	259
2024 Q4	$1.03M	Sell	16,414 -204	-1%	-$13.1K	0.05%	308
2024 Q3	$1.04M	Buy	16,618 +103	+0.6%	+$6.18K	0.06%	302
2024 Q2	$954K	Sell	16,515 -188	-1%	-$11K	0.07%	239
2024 Q1	$1.02M	Buy	16,703 +256	+2%	+$14.7K	0.08%	229
2023 Q4	$944K	Buy	+16,447	New	+$850K	0.07%	287

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

Western Wealth Management's EZM Position: Q2 2026 in Review

Western Wealth Management reduced its WisdomTree US MidCap Fund (EZM) stake by 29% in Q2 2026, selling an estimated $302K and leaving 10,428 shares worth $790K. The position accounts for 0.03% of the portfolio, ranked #545.

Western Wealth Management first reported a position in EZM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q3 2024. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

Western Wealth Management held 10,428 shares of WisdomTree US MidCap Fund worth $790K as of Q2 2026.
Western Wealth Management sold 4,166 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $302K.
WisdomTree US MidCap Fund made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #545 holding.
Western Wealth Management first reported a position in WisdomTree US MidCap Fund in Q4 2023 and has held it in 11 quarters since.
Western Wealth Management's WisdomTree US MidCap Fund position peaked at $1.04M in Q3 2024.
187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.