AE Wealth Management’s WisdomTree US MidCap Fund EZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
2,719
+2,292
| +537% | +$142K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $25.5K | Hold |
427
| – | – | ﹤0.01% | 1690 |
|
|
2024
Q4 | $26.7K | Buy |
+427
| New | +$26.7K | ﹤0.01% | 1667 |
|
|
2020
Q1 | – | Sell |
-111,425
| Closed | -$4.69M | – | 1146 |
|
|
2019
Q4 | $4.69M | Sell |
111,425
-14,904
| -12% | -$627K | 0.1% | 187 |
|
|
2019
Q3 | $4.98M | Buy |
126,329
+73,782
| +140% | +$2.91M | 0.14% | 143 |
|
|
2019
Q2 | $2.1M | Buy |
+52,547
| New | +$2.1M | 0.06% | 236 |
|