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Bridgelight Financial Advisors, Inc.’s WisdomTree US MidCap Fund EZM Stock Holding History

Bridgelight Financial Advisors, Inc.’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 		$429K Buy
5,659
+18
+0.3% +$1.3K 0.29% 32
2026
Q1 		$379K Buy
5,641
+13
+0.2% +$899 0.32% 28
2025
Q4 		$376K Buy
+5,628
New +$372K 0.32% 28

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SA
Sylvest Advisors Dallas, Texas $222M AUM 21.35% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Bridgelight Financial Advisors, Inc.'s EZM Position: Q2 2026 in Review

Bridgelight Financial Advisors, Inc. increased its WisdomTree US MidCap Fund (EZM) stake by 0.32% in Q2 2026, buying an estimated $1.3K and bringing the position to 5,659 shares worth $429K. The position accounts for 0.29% of the portfolio, ranked #32.

Bridgelight Financial Advisors, Inc. first reported a position in EZM in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • Bridgelight Financial Advisors, Inc. held 5,659 shares of WisdomTree US MidCap Fund worth $429K as of Q2 2026.
  • Bridgelight Financial Advisors, Inc. bought 18 WisdomTree US MidCap Fund shares in Q2 2026, an estimated $1.3K.
  • WisdomTree US MidCap Fund made up 0.29% of Bridgelight Financial Advisors, Inc.'s portfolio in Q2 2026, its #32 holding.
  • Bridgelight Financial Advisors, Inc. first reported a position in WisdomTree US MidCap Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

Based on Bridgelight Financial Advisors, Inc.'s 13F filing for Q2 2026, filed 30 Jul 2026.