Avantax Advisory Services’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 | $1.06M | Buy |
17,231
+20
| +0.1% | +$1.24K | 0.01% | 1132 |
|
|
2025
Q1 | $1.03M | Buy |
17,211
+5,213
| +43% | +$311K | 0.01% | 1079 |
|
|
2024
Q4 | $750K | Buy |
11,998
+2,573
| +27% | +$161K | ﹤0.01% | 1195 |
|
|
2024
Q3 | $588K | Buy |
9,425
+125
| +1% | +$7.79K | ﹤0.01% | 1310 |
|
|
2024
Q2 | $537K | Buy |
9,300
+5,621
| +153% | +$325K | ﹤0.01% | 1319 |
|
|
2024
Q1 | $225K | Sell |
3,679
-27
| -0.7% | -$1.65K | ﹤0.01% | 1476 |
|
|
2023
Q4 | $213K | Sell |
3,706
-1,580
| -30% | -$90.7K | ﹤0.01% | 1445 |
|
|
2023
Q3 | $268K | Buy |
5,286
+421
| +9% | +$21.4K | ﹤0.01% | 1260 |
|
|
2023
Q2 | $258K | Buy |
4,865
+43
| +0.9% | +$2.28K | ﹤0.01% | 1264 |
|
|
2023
Q1 | $240K | Sell |
4,822
-279
| -5% | -$13.9K | ﹤0.01% | 1274 |
|
|
2022
Q4 | $248K | Buy |
5,101
+17
| +0.3% | +$827 | ﹤0.01% | 1203 |
|
|
2022
Q3 | $224K | Buy |
5,084
+20
| +0.4% | +$881 | ﹤0.01% | 1155 |
|
|
2022
Q2 | $233K | Buy |
5,064
+18
| +0.4% | +$828 | ﹤0.01% | 1129 |
|
|
2022
Q1 | $277K | Buy |
5,046
+282
| +6% | +$15.5K | ﹤0.01% | 1038 |
|
|
2021
Q4 | $268K | Buy |
4,764
+178
| +4% | +$10K | ﹤0.01% | 1032 |
|
|
2021
Q3 | $239K | Buy |
4,586
+15
| +0.3% | +$782 | ﹤0.01% | 1025 |
|
|
2021
Q2 | $239K | Sell |
4,571
-380
| -8% | -$19.9K | ﹤0.01% | 997 |
|
|
2021
Q1 | $251K | Sell |
4,951
-826
| -14% | -$41.9K | 0.01% | 882 |
|
|
2020
Q4 | $252K | Sell |
5,777
-31,512
| -85% | -$1.37M | 0.01% | 800 |
|
|
2020
Q3 | $1.27M | Buy |
37,289
+18,417
| +98% | +$629K | 0.02% | 471 |
|
|
2020
Q2 | $616K | Buy |
18,872
+1,272
| +7% | +$41.5K | 0.02% | 434 |
|
|
2020
Q1 | $467K | Sell |
17,600
-2,317
| -12% | -$61.5K | 0.01% | 454 |
|
|
2019
Q4 | $840K | Buy |
+19,917
| New | +$840K | 0.02% | 368 |
|