Clear Point 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
2024 Q4	–	Sell	-657	Closed	-$41K	–	244
2024 Q3	$41K	Buy	657 +2	+0.3%	+$125	0.03%	217
2024 Q2	$37.9K	Buy	655 +2	+0.3%	+$116	0.03%	213
2024 Q1	$39.8K	Sell	653 -177	-21%	-$10.8K	0.03%	219
2023 Q4	$47.6K	Buy	+830	New	+$47.6K	0.04%	193