Allworth Financial’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 | $37.4K | Buy |
606
+80
| +15% | +$4.94K | ﹤0.01% | 2114 |
|
|
2025
Q1 | $30K | Buy |
526
+132
| +34% | +$7.54K | ﹤0.01% | 1822 |
|
|
2024
Q4 | $25.6K | Buy |
+394
| New | +$25.6K | ﹤0.01% | 1940 |
|
|
2020
Q4 | – | Sell |
-82
| Closed | -$3K | – | 1374 |
|
|
2020
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 922 |
|
|
2020
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 938 |
|
|
2020
Q1 | $2K | Hold |
82
| – | – | ﹤0.01% | 1051 |
|
|
2019
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 844 |
|
|
2019
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 756 |
|
|
2019
Q2 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 746 |
|