Capital Management’s WisdomTree US MidCap Fund EZM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
2025
Q1
$273K Buy
2024
Q4
$287K Buy
2024
Q3
$273K Hold
2024
Q2
$253K Buy
2024
Q1
$266K Sell
2023
Q4
$251K Buy
2023
Q3
$220K Buy
2023
Q2
$229K Buy