Apella Capital’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 | $1.32M | Hold |
20,925
| – | – | 0.04% | 191 |
|
|
2025
Q1 | $1.19M | Hold |
20,925
| – | – | 0.04% | 174 |
|
|
2024
Q4 | $1.31M | Hold |
20,925
| – | – | 0.05% | 144 |
|
|
2024
Q3 | $1.29M | Hold |
20,925
| – | – | 0.05% | 135 |
|
|
2024
Q2 | $1.19M | Hold |
20,925
| – | – | 0.05% | 139 |
|
|
2024
Q1 | $1.26M | Hold |
20,925
| – | – | 0.06% | 126 |
|
|
2023
Q4 | $1.17M | Buy |
+20,925
| New | +$1.17M | 0.07% | 126 |
|