Baird Financial Group’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 | $19.2M | Buy |
310,148
+18,007
| +6% | +$1.11M | 0.03% | 372 |
|
2025
Q1 | $17.4M | Sell |
292,141
-84
| -0% | -$5.01K | 0.03% | 381 |
|
2024
Q4 | $18.3M | Buy |
292,225
+9,874
| +3% | +$617K | 0.03% | 375 |
|
2024
Q3 | $17.6M | Buy |
282,351
+3,414
| +1% | +$213K | 0.03% | 370 |
|
2024
Q2 | $16.1M | Buy |
278,937
+9,829
| +4% | +$568K | 0.03% | 374 |
|
2024
Q1 | $16.4M | Buy |
269,108
+1,508
| +0.6% | +$92K | 0.03% | 366 |
|
2023
Q4 | $15.4M | Buy |
267,600
+14,662
| +6% | +$841K | 0.04% | 367 |
|
2023
Q3 | $12.8M | Buy |
252,938
+34,687
| +16% | +$1.76M | 0.04% | 380 |
|
2023
Q2 | $11.6M | Buy |
218,251
+7,794
| +4% | +$413K | 0.03% | 407 |
|
2023
Q1 | $10.5M | Buy |
210,457
+11,564
| +6% | +$575K | 0.03% | 414 |
|
2022
Q4 | $9.67M | Buy |
+198,893
| New | +$9.67M | 0.03% | 445 |
|
2019
Q1 | – | Sell |
-6,756
| Closed | -$232K | – | 1295 |
|
2018
Q4 | $232K | Sell |
6,756
-2
| -0% | -$69 | ﹤0.01% | 1180 |
|
2018
Q3 | $277K | Buy |
6,758
+2
| +0% | +$82 | ﹤0.01% | 1199 |
|
2018
Q2 | $271K | Hold |
6,756
| – | – | ﹤0.01% | 1163 |
|
2018
Q1 | $261K | Sell |
6,756
-10,586
| -61% | -$409K | ﹤0.01% | 1155 |
|
2017
Q4 | $688K | Sell |
17,342
-7,821
| -31% | -$310K | ﹤0.01% | 917 |
|
2017
Q3 | $937K | Buy |
25,163
+517
| +2% | +$19.3K | 0.01% | 816 |
|
2017
Q2 | $882K | Buy |
24,646
+2,959
| +14% | +$106K | 0.01% | 814 |
|
2017
Q1 | $765K | Buy |
21,687
+228
| +1% | +$8.04K | 0.01% | 845 |
|
2016
Q4 | $734K | Buy |
21,459
+10,272
| +92% | +$351K | 0.01% | 842 |
|
2016
Q3 | $357K | Buy |
+11,187
| New | +$357K | ﹤0.01% | 1016 |
|