Cetera Investment Advisers’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 | $3.45M | Sell |
55,899
-10,049
| -15% | -$621K | 0.01% | 1457 |
|
|
2025
Q1 | $3.93M | Sell |
65,948
-9,245
| -12% | -$551K | 0.01% | 1269 |
|
|
2024
Q4 | $4.7M | Sell |
75,193
-19,706
| -21% | -$1.23M | 0.01% | 1067 |
|
|
2024
Q3 | $5.92M | Sell |
94,899
-7,868
| -8% | -$490K | 0.01% | 923 |
|
|
2024
Q2 | $5.94M | Sell |
102,767
-87,675
| -46% | -$5.07M | 0.01% | 914 |
|
|
2024
Q1 | $11.6M | Buy |
190,442
+145,557
| +324% | +$8.88M | 0.03% | 613 |
|
|
2023
Q4 | $2.58M | Buy |
44,885
+5,023
| +13% | +$288K | 0.02% | 686 |
|
|
2023
Q3 | $2.02M | Buy |
39,862
+985
| +3% | +$50K | 0.02% | 742 |
|
|
2023
Q2 | $2.06M | Buy |
+38,877
| New | +$2.06M | 0.02% | 756 |
|
|
2021
Q4 | – | Sell |
-4,371
| Closed | -$227K | – | 1879 |
|
|
2021
Q3 | $227K | Sell |
4,371
-466
| -10% | -$24.2K | ﹤0.01% | 1594 |
|
|
2021
Q2 | $253K | Sell |
4,837
-1,637
| -25% | -$85.6K | ﹤0.01% | 1521 |
|
|
2021
Q1 | $330K | Sell |
6,474
-948
| -13% | -$48.3K | 0.01% | 1206 |
|
|
2020
Q4 | $323K | Buy |
7,422
+832
| +13% | +$36.2K | 0.01% | 1198 |
|
|
2020
Q3 | $225K | Buy |
6,590
+8
| +0.1% | +$273 | 0.02% | 566 |
|
|
2020
Q2 | $214K | Buy |
+6,582
| New | +$214K | 0.02% | 565 |
|
|
2020
Q1 | – | Sell |
-5,337
| Closed | -$223K | – | 572 |
|
|
2019
Q4 | $223K | Buy |
5,337
+309
| +6% | +$12.9K | 0.02% | 524 |
|
|
2019
Q3 | $200K | Buy |
+5,028
| New | +$200K | 0.02% | 511 |
|