Carson Wealth (CWM LLC)’s WisdomTree US MidCap Fund EZM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Buy |
2,878
+7
| +0.2% | +$433 | ﹤0.01% | 2273 |
|
|
2025
Q1 | $171K | Buy |
2,871
+5
| +0.2% | +$298 | ﹤0.01% | 2033 |
|
|
2024
Q4 | $179K | Buy |
2,866
+2,356
| +462% | +$147K | ﹤0.01% | 1894 |
|
|
2024
Q3 | $32K | Hold |
510
| – | – | ﹤0.01% | 3045 |
|
|
2024
Q2 | $29K | Hold |
510
| – | – | ﹤0.01% | 2856 |
|
|
2024
Q1 | $31K | Hold |
510
| – | – | ﹤0.01% | 2618 |
|
|
2023
Q4 | $29K | Hold |
510
| – | – | ﹤0.01% | 2531 |
|
|
2023
Q3 | $26K | Hold |
510
| – | – | ﹤0.01% | 2499 |
|
|
2023
Q2 | $27K | Buy |
510
+210
| +70% | +$11.1K | ﹤0.01% | 2428 |
|
|
2023
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 2683 |
|
|
2022
Q4 | $15K | Hold |
300
| – | – | ﹤0.01% | 2550 |
|
|
2022
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 2504 |
|
|
2022
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 2353 |
|
|
2022
Q1 | $16K | Sell |
300
-180
| -38% | -$9.6K | ﹤0.01% | 2213 |
|
|
2021
Q4 | $27K | Buy |
+480
| New | +$27K | ﹤0.01% | 1825 |
|
|
2019
Q1 | – | Sell |
-15,786
| Closed | -$541K | – | 2990 |
|
|
2018
Q4 | $541K | Sell |
15,786
-2,715
| -15% | -$93K | 0.01% | 444 |
|
|
2018
Q3 | $765K | Buy |
18,501
+18,354
| +12,486% | +$759K | 0.02% | 342 |
|
|
2018
Q2 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 1139 |
|