Ancora Advisors’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 | $158K | Hold |
2,560
| – | – | ﹤0.01% | 763 |
|
|
2025
Q1 | $153K | Hold |
2,560
| – | – | ﹤0.01% | 768 |
|
|
2024
Q4 | $160K | Buy |
2,560
+150
| +6% | +$9.38K | ﹤0.01% | 755 |
|
|
2024
Q3 | $150K | Hold |
2,410
| – | – | ﹤0.01% | 741 |
|
|
2024
Q2 | $139K | Hold |
2,410
| – | – | ﹤0.01% | 732 |
|
|
2024
Q1 | $147K | Buy |
2,410
+200
| +9% | +$12.2K | ﹤0.01% | 727 |
|
|
2023
Q4 | $127K | Hold |
2,210
| – | – | ﹤0.01% | 736 |
|
|
2023
Q3 | $112K | Hold |
2,210
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $117K | Hold |
2,210
| – | – | ﹤0.01% | 733 |
|
|
2023
Q1 | $110K | Buy |
2,210
+150
| +7% | +$7.46K | ﹤0.01% | 736 |
|
|
2022
Q4 | $100K | Hold |
2,060
| – | – | ﹤0.01% | 797 |
|
|
2022
Q3 | $91K | Hold |
2,060
| – | – | ﹤0.01% | 897 |
|
|
2022
Q2 | $95K | Hold |
2,060
| – | – | ﹤0.01% | 959 |
|
|
2022
Q1 | $113K | Hold |
2,060
| – | – | ﹤0.01% | 969 |
|
|
2021
Q4 | $116K | Hold |
2,060
| – | – | ﹤0.01% | 973 |
|
|
2021
Q3 | $107K | Sell |
2,060
-250
| -11% | -$13K | ﹤0.01% | 933 |
|
|
2021
Q2 | $121K | Hold |
2,310
| – | – | ﹤0.01% | 849 |
|
|
2021
Q1 | $118K | Buy |
2,310
+64
| +3% | +$3.27K | ﹤0.01% | 815 |
|
|
2020
Q4 | $98K | Hold |
2,246
| – | – | ﹤0.01% | 742 |
|
|
2020
Q3 | $77K | Hold |
2,246
| – | – | ﹤0.01% | 748 |
|
|
2020
Q2 | $73K | Hold |
2,246
| – | – | ﹤0.01% | 741 |
|
|
2020
Q1 | $59K | Hold |
2,246
| – | – | ﹤0.01% | 818 |
|
|
2019
Q4 | $95K | Buy |
+2,246
| New | +$95K | ﹤0.01% | 768 |
|
|
2018
Q4 | – | Sell |
-5,095
| Closed | -$211K | – | 797 |
|
|
2018
Q3 | $211K | Hold |
5,095
| – | – | 0.01% | 637 |
|
|
2018
Q2 | $205K | Buy |
+5,095
| New | +$205K | 0.01% | 646 |
|