Asset Dedication LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Hold |
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|
2025
Q1 | $713K | Hold |
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|
2024
Q4 | $748K | Hold |
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|
2024
Q3 | $746K | Hold |
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|
2024
Q2 | $691K | Sell |
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|
2024
Q1 | $933K | Hold |
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|
2023
Q4 | $878K | Hold |
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|
2023
Q3 | $776K | Hold |
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|
2023
Q2 | $810K | Hold |
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|
2023
Q1 | $761K | Hold |
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|
2022
Q4 | $744K | Hold |
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|
2022
Q3 | $673K | Hold |
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|
2022
Q2 | $703K | Hold |
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|
2022
Q1 | $836K | Hold |
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|
2021
Q4 | $861K | Hold |
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|
2021
Q3 | $795K | Hold |
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|
2021
Q2 | $801K | Hold |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $876K | Hold |
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|
2020
Q3 | $689K | Hold |
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|
2020
Q2 | $657K | Hold |
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|
2020
Q1 | $533K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $57K | Buy |
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