Cambridge Investment Research Advisors’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 | $5.12M | Sell |
82,954
-19,148
| -19% | -$1.18M | 0.02% | 838 |
|
|
2025
Q1 | $6.09M | Sell |
102,102
-5,327
| -5% | -$317K | 0.02% | 698 |
|
|
2024
Q4 | $6.72M | Sell |
107,429
-7,447
| -6% | -$465K | 0.02% | 647 |
|
|
2024
Q3 | $7.16M | Buy |
114,876
+43,151
| +60% | +$2.69M | 0.02% | 627 |
|
|
2024
Q2 | $4.15M | Sell |
71,725
-5,936
| -8% | -$343K | 0.02% | 854 |
|
|
2024
Q1 | $4.74M | Sell |
77,661
-1,030
| -1% | -$62.9K | 0.02% | 778 |
|
|
2023
Q4 | $4.52M | Sell |
78,691
-1,494
| -2% | -$85.7K | 0.02% | 754 |
|
|
2023
Q3 | $4.07M | Sell |
80,185
-594
| -0.7% | -$30.1K | 0.02% | 761 |
|
|
2023
Q2 | $4.28M | Sell |
80,779
-4,120
| -5% | -$218K | 0.02% | 741 |
|
|
2023
Q1 | $4.22M | Sell |
84,899
-75,299
| -47% | -$3.75M | 0.02% | 723 |
|
|
2022
Q4 | $7.79M | Buy |
160,198
+5,023
| +3% | +$244K | 0.04% | 431 |
|
|
2022
Q3 | $6.83M | Sell |
155,175
-9,230
| -6% | -$406K | 0.04% | 437 |
|
|
2022
Q2 | $7.56M | Sell |
164,405
-1,808
| -1% | -$83.1K | 0.04% | 423 |
|
|
2022
Q1 | $9.09M | Sell |
166,213
-13,032
| -7% | -$713K | 0.04% | 405 |
|
|
2021
Q4 | $10.1M | Buy |
179,245
+1,471
| +0.8% | +$82.8K | 0.05% | 379 |
|
|
2021
Q3 | $9.25M | Buy |
177,774
+5,266
| +3% | +$274K | 0.05% | 378 |
|
|
2021
Q2 | $9.04M | Buy |
172,508
+5,464
| +3% | +$286K | 0.04% | 396 |
|
|
2021
Q1 | $8.51M | Sell |
167,044
-1,618
| -1% | -$82.4K | 0.05% | 378 |
|
|
2020
Q4 | $7.33M | Buy |
168,662
+3,921
| +2% | +$170K | 0.04% | 390 |
|
|
2020
Q3 | $5.63M | Sell |
164,741
-16,734
| -9% | -$572K | 0.04% | 423 |
|
|
2020
Q2 | $5.91M | Buy |
181,475
+23,373
| +15% | +$761K | 0.04% | 387 |
|
|
2020
Q1 | $4.18M | Sell |
158,102
-2,433
| -2% | -$64.3K | 0.04% | 420 |
|
|
2019
Q4 | $6.76M | Buy |
160,535
+34,899
| +28% | +$1.47M | 0.05% | 361 |
|
|
2019
Q3 | $4.96M | Buy |
125,636
+21,038
| +20% | +$830K | 0.04% | 409 |
|
|
2019
Q2 | $4.18M | Buy |
104,598
+10,877
| +12% | +$435K | 0.04% | 458 |
|
|
2019
Q1 | $3.69M | Buy |
93,721
+7,359
| +9% | +$290K | 0.04% | 478 |
|
|
2018
Q4 | $2.96M | Buy |
86,362
+8,365
| +11% | +$287K | 0.03% | 497 |
|
|
2018
Q3 | $3.23M | Buy |
77,997
+10,081
| +15% | +$417K | 0.03% | 500 |
|
|
2018
Q2 | $2.73M | Buy |
67,916
+2,841
| +4% | +$114K | 0.03% | 536 |
|
|
2018
Q1 | $2.52M | Buy |
65,075
+10,803
| +20% | +$418K | 0.03% | 556 |
|
|
2017
Q4 | $2.15M | Buy |
54,272
+4,712
| +10% | +$187K | 0.03% | 559 |
|
|
2017
Q3 | $1.85M | Sell |
49,560
-3,657
| -7% | -$136K | 0.02% | 564 |
|
|
2017
Q2 | $1.91M | Sell |
53,217
-1,627
| -3% | -$58.2K | 0.03% | 541 |
|
|
2017
Q1 | $1.93M | Sell |
54,844
-653
| -1% | -$23K | 0.03% | 449 |
|
|
2016
Q4 | $1.9M | Sell |
55,497
-9,333
| -14% | -$319K | 0.04% | 455 |
|
|
2016
Q3 | $2.07M | Sell |
64,830
-8,586
| -12% | -$274K | 0.04% | 420 |
|
|
2016
Q2 | $2.23M | Sell |
73,416
-7,653
| -9% | -$233K | 0.05% | 358 |
|
|
2016
Q1 | $2.44M | Sell |
81,069
-14,049
| -15% | -$422K | 0.06% | 312 |
|
|
2015
Q4 | $2.76M | Sell |
95,118
-1,122
| -1% | -$32.6K | 0.07% | 275 |
|
|
2015
Q3 | $2.76M | Sell |
96,240
-2,661
| -3% | -$76.2K | 0.08% | 242 |
|
|
2015
Q2 | $3.13M | Sell |
98,901
-11,700
| -11% | -$371K | 0.09% | 228 |
|
|
2015
Q1 | $3.56M | Buy |
110,601
+3,648
| +3% | +$117K | 0.1% | 204 |
|
|
2014
Q4 | $3.3M | Buy |
106,953
+2,811
| +3% | +$86.8K | 0.1% | 189 |
|
|
2014
Q3 | $3.04M | Buy |
104,142
+7,575
| +8% | +$221K | 0.09% | 219 |
|
|
2014
Q2 | $2.98M | Buy |
96,567
+18,918
| +24% | +$583K | 0.1% | 189 |
|
|
2014
Q1 | $2.3M | Buy |
77,649
+42,348
| +120% | +$1.25M | 0.09% | 225 |
|
|
2013
Q4 | $1.02M | Buy |
35,301
+7,071
| +25% | +$204K | 0.04% | 391 |
|
|
2013
Q3 | $741K | Buy |
28,230
+12,192
| +76% | +$320K | 0.03% | 466 |
|
|
2013
Q2 | $385K | Buy |
+16,038
| New | +$385K | 0.02% | 651 |
|