Centric Wealth 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 | $437K | Sell |
|
|||||
|
2025
Q1 | $433K | Buy |
|
|||||
|
2024
Q4 | $453K | Buy |
|
|||||
|
2024
Q3 | $478K | Buy |
|
|||||
|
2024
Q2 | $446K | Buy |
|
|||||
|
2024
Q1 | $412K | Buy |
|
|||||
|
2023
Q4 | $399K | Buy |
|
|||||
|
2023
Q3 | $363K | Buy |
|
|||||
|
2023
Q2 | $379K | Sell |
|
|||||
|
2023
Q1 | $355K | Buy |
|
|||||
|
2022
Q4 | $346K | Buy |
|
|||||
|
2022
Q3 | $312K | Sell |
|
|||||
|
2022
Q2 | $397K | Sell |
|
|||||
|
2022
Q1 | $475K | Buy |
|
|||||
|
2021
Q4 | $488K | Buy |
|
|||||
|
2021
Q3 | $450K | Sell |
|
|||||
|
2021
Q2 | $511K | Buy |
|
|||||
|
2021
Q1 | $496K | Sell |
|
|||||
|
2020
Q4 | $424K | Sell |
|
|||||
|
2020
Q3 | $559K | Buy |
|
|||||
|
2020
Q2 | $368K | Sell |
|
|||||
|
2020
Q1 | $559K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $559K | Sell |
|
|||||
|
2019
Q2 | $597K | Buy |
|
|||||
|
2019
Q1 | $585K | Hold |
|
|||||
|
2018
Q4 | $510K | Buy |
|