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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
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