Avantax Advisory Services’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 | $1.06M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $750K | Buy |
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|
2024
Q3 | $588K | Buy |
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|
2024
Q2 | $537K | Buy |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $224K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $277K | Buy |
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|
2021
Q4 | $268K | Buy |
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|
2021
Q3 | $239K | Buy |
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|
2021
Q2 | $239K | Sell |
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|
2021
Q1 | $251K | Sell |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $1.27M | Buy |
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|
2020
Q2 | $616K | Buy |
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|
2020
Q1 | $467K | Sell |
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|
2019
Q4 | $840K | Buy |
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