Bristlecone Advisors’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Hold |
200
| – | – | ﹤0.01% | 281 |
|
|
2025
Q1 | $11.9K | Sell |
200
-130
| -39% | -$7.75K | ﹤0.01% | 351 |
|
|
2024
Q4 | $20.6K | Hold |
330
| – | – | ﹤0.01% | 332 |
|
|
2024
Q3 | $20.6K | Buy |
+330
| New | +$20.6K | ﹤0.01% | 339 |
|
|
2023
Q2 | – | Sell |
-330
| Closed | -$16.4K | – | 288 |
|
|
2023
Q1 | $16.4K | Buy |
+330
| New | +$16.4K | ﹤0.01% | 322 |
|