James T. Borello RIA’s WisdomTree US MidCap Fund EZM Stock Holding History

James T. Borello RIA’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	$27.7K	Hold	387	–	–	0.01%	339
2026 Q2	$29.3K	Hold	387	–	–	0.01%	325
2026 Q1	$26K	Hold	387	–	–	0.01%	319
2025 Q4	$25.9K	Hold	387	–	–	0.01%	244
2025 Q3	$25.5K	Hold	387	–	–	0.01%	211
2025 Q2	$23.9K	Buy	+387	New	+$22.8K	0.01%	177

Other funds holding EZM

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Provident Wealth Management Brentwood, Tennessee $282M AUM 14.55% 1-Year Est. Return

Davidson Kahn Capital Management Sherman Oaks, California $253M AUM 9.56% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $137M AUM

CANC

Culbertson A N & Co Charlottesville, Virginia $861M AUM 19.73% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

James T. Borello RIA's EZM Position: Q3 2026 in Review

James T. Borello RIA held its WisdomTree US MidCap Fund (EZM) position steady in Q3 2026 at 387 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #339.

James T. Borello RIA first reported a position in EZM in Q2 2025 and has held it in 6 quarters since. The position peaked at $29.3K in Q2 2026. 48 funds tracked by Wall St. Rank hold EZM as of Q3 2026.

James T. Borello RIA held 387 shares of WisdomTree US MidCap Fund worth $27.7K as of Q3 2026.
James T. Borello RIA left its WisdomTree US MidCap Fund share count unchanged in Q3 2026.
WisdomTree US MidCap Fund made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #339 holding.
James T. Borello RIA first reported a position in WisdomTree US MidCap Fund in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's WisdomTree US MidCap Fund position peaked at $29.3K in Q2 2026.
48 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.