Allworth Financial’s WisdomTree US MidCap Fund EZM Stock Holding History

Allworth Financial’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	$37.4K	Buy
2025 Q1	$30K	Buy
2024 Q4	$25.6K	Buy
2020 Q4	–	Sell
2020 Q3	$3K	Hold
2020 Q2	$3K	Hold
2020 Q1	$2K	Hold
2019 Q4	$3K	Hold
2019 Q3	$3K	Hold
2019 Q2	$3K	Buy