Ancora Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$172K	Hold	2,560	–	–	﹤0.01%	747
2025 Q4	$171K	Hold	2,560	–	–	﹤0.01%	779
2025 Q3	$169K	Hold	2,560	–	–	﹤0.01%	751
2025 Q2	$158K	Hold	2,560	–	–	﹤0.01%	775
2025 Q1	$153K	Hold	2,560	–	–	﹤0.01%	780
2024 Q4	$160K	Buy	2,560 +150	+6%	+$9.61K	﹤0.01%	765
2024 Q3	$150K	Hold	2,410	–	–	﹤0.01%	752
2024 Q2	$139K	Hold	2,410	–	–	﹤0.01%	750
2024 Q1	$147K	Buy	2,410 +200	+9%	+$11.5K	﹤0.01%	741
2023 Q4	$127K	Hold	2,210	–	–	﹤0.01%	762
2023 Q3	$112K	Hold	2,210	–	–	﹤0.01%	766
2023 Q2	$117K	Hold	2,210	–	–	﹤0.01%	753
2023 Q1	$110K	Buy	2,210 +150	+7%	+$7.74K	﹤0.01%	756
2022 Q4	$100K	Hold	2,060	–	–	﹤0.01%	823
2022 Q3	$91K	Hold	2,060	–	–	﹤0.01%	929
2022 Q2	$95K	Hold	2,060	–	–	﹤0.01%	987
2022 Q1	$113K	Hold	2,060	–	–	﹤0.01%	987
2021 Q4	$116K	Hold	2,060	–	–	﹤0.01%	982
2021 Q3	$107K	Sell	2,060 -250	-11%	-$13.2K	﹤0.01%	949
2021 Q2	$121K	Hold	2,310	–	–	﹤0.01%	860
2021 Q1	$118K	Buy	2,310 +64	+3%	+$3.07K	﹤0.01%	833
2020 Q4	$98K	Hold	2,246	–	–	﹤0.01%	757
2020 Q3	$77K	Hold	2,246	–	–	﹤0.01%	773
2020 Q2	$73K	Hold	2,246	–	–	﹤0.01%	763
2020 Q1	$59K	Hold	2,246	–	–	﹤0.01%	850
2019 Q4	$95K	Buy	+2,246	New	+$91.4K	﹤0.01%	780
2018 Q4	–	Sell	-5,095	Closed	-$211K	–	797
2018 Q3	$211K	Hold	5,095	–	–	0.01%	637
2018 Q2	$205K	Buy	+5,095	New	+$202K	0.01%	646