BlueChip Wealth Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History

BlueChip Wealth Advisors’s Portfolio EZM Stock Details EZM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Hold
2025 Q1	$215K	Buy
2024 Q4	–	Sell
2024 Q3	$273K	Sell
2024 Q2	$274K	Buy
2024 Q1	$283K	Hold
2023 Q4	$267K	Buy