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

AE 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
2025 Q2	$168K	Buy
2025 Q1	$25.5K	Hold
2024 Q4	$26.7K	Buy
2020 Q1	–	Sell
2019 Q4	$4.69M	Sell
2019 Q3	$4.98M	Buy
2019 Q2	$2.1M	Buy